roseking的个人主页 - 老虎社区

roseking

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IP属地：上海

12关注

3粉丝

3主题

0勋章

05-12

$闪迪(SNDK)$ 所有的机构投行都预估AI导致内存稀缺产能扩张跟不上，但是有没有想过一个问题，那些AI的内存需求根本就是子虚乌有空的呢？世界会崩塌吗？

05-13

升级版的五粮液，库存商品先出库给亚马逊谷歌甲骨文微软OPEN AI了

共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元

07-20

$长鑫科技(688825)$ 市值不超过三星和海力士的以后就不要参加AI科技竞争了。

2025-11-03

$英伟达(NVDA)$ 开仓做空英伟达

06-04

$联合健康(UNH)$ 是那个CEO被当街毙掉的公司吗？听说为富不仁。

06-01

$英伟达(NVDA)$ 今晚会暴跌，AI市场已经完蛋不得不进入PC市场

03-20

战争没有结束不会是底

2025-11-21

$纳指三倍做空ETF(SQQQ)$ 这是机器坏了吗？哈哈😄

2021-01-29

$游戏驿站(GME)$真没想到啊，罗宾汉你这个浓眉大眼的家伙也叛变革命了！

07-30

$SK海力士(SKHY)$ 不愧是海力士ICU和KTV无缝衔接。

去老虎APP查看更多动态

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危险☢️的公司组织","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581501046300952","isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578904476750592,"gmtCreate":1782343315908,"gmtModify":1782351918348,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"继续催牛逼","listText":"继续催牛逼","text":"继续催牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578904476750592","repostId":"2646844906","repostType":2,"repost":{"id":"2646844906","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782342067,"share":"https://www.laohunote.com/m/news/2646844906?lang=zh_CN&edition=full","pubTime":"2026-06-25 07:01","market":"sh","language":"zh","title":"黄仁勋英伟达股东大会释放重磅信号：AI工厂时代来临，智能体重塑计算格局","url":"https://stock-news.laohu8.com/highlight/detail?id=2646844906","media":"华尔街见闻","summary":"黄仁勋称，客户购买英伟达系统并非买计算工具，而是建设能直接创收的AI工厂；在基准测试中，Blackwell平台被认定为“推理之王”，token吞吐量较次优平台高30倍；Vera Rubin是英伟达史上最重要发布产品之一，Vera CPU专为智能体设计；CUDA X库生态体系是英伟达的“皇冠珠宝”；美国批准H200芯片出口后，尚未在中国获相关收入。他罕见公开示警芯片走私，称走私芯片拼凑数据中心是“死路一条”。","content":"<html><head></head><body><blockquote><p>黄仁勋称，客户购买英伟达系统并非买计算工具，而是建设能直接创收的AI工厂；在基准测试中，Blackwell平台token吞吐量较次优平台高30倍；Vera Rubin是英伟达史上最重要发布产品之一；CUDA X库生态体系是英伟达的“皇冠珠宝”；美国批准H200芯片出口后，尚未在中国获相关收入。他罕见公开示警芯片走私，称走私芯片拼凑数据中心是“死路一条”。</p></blockquote><p style=\"text-align: justify;\">美东时间24日周三举行的英伟达年度股东大会上，CEO黄仁勋描绘了一幅雄心勃勃的AI基础设施扩张蓝图。他宣告，智能体（agent）时代正式到来，并将这一轮计算范式转变定性为60年来规模最大的行业重置。从专为智能体设计的全新CPU架构，到大规模芯片走私的警告，黄仁勋此次讲话释出多个不同以往的关键信号。</p><p style=\"text-align: justify;\">智能体AI的商业落地正在成为英伟达新一轮增长的核心逻辑。黄仁勋指出，AI已完成从“有趣”到“有用”的跨越——当AI真正创造经济价值，算力需求便呈现加速扩张之势。他以软件开发为例：GitHub开发者合并的pull request数量从2024年的4亿增至2025年的5亿，而进入2026年头几个月，数量增长近乎三倍。</p><p style=\"text-align: justify;\">在智能体浪潮驱动下，英伟达的国际市场收入超过300亿美元，同比增逾三倍，近40个国家正在部署由英伟达基础设施驱动的AI工厂（AI Factories）。黄仁勋重申，将英伟达50%以上的自由现金流返还股东，并将本次股东大会上的多项资本回报政策宣布为长期承诺。</p><p style=\"text-align: justify;\">受AI需求持续强劲推动，英伟达股价分别在2024年和2025年录得超240%和逾50%的暴涨，但截至本周三收盘，今年以来仅累涨6.7%，跑输美股大盘，标普500指数同期累涨近7.5%。股价表现反映出，市场关注的焦点从短期业绩转向AI基础设施投资周期究竟能够持续多久。</p><p style=\"text-align: justify;\">虽然没有直接喊话，但黄仁勋在此次股东大会上的表态显然有意强化AI资本支出超级周期仍处于早期的观念。</p><h2 id=\"ai\">AI工厂：数据中心的定义正在被改写</h2><p style=\"text-align: justify;\">黄仁勋在演讲中提出，传统数据中心存储和传输文件的时代已成过去，新型AI工厂的核心功能是生产token（词元）。每一个token都是可货币化的智能单元，是代码、答案、设计、行动和服务的原材料。</p><p style=\"text-align: justify;\">黄仁勋以&#34;五层蛋糕&#34;结构描述AI产业生态，从底层到顶层依次为：能源、芯片与系统、基础设施、模型、应用。这一框架意味着英伟达的业务覆盖范围远不止芯片本身，而是贯穿整个AI生产链条。</p><p style=\"text-align: justify;\">黄仁勋强调，客户购买英伟达系统并非在购买计算工具，而是在建设能够直接创收的AI工厂。在这一逻辑下，工厂架构的效率——即每瓦特可产出多少token、每个token的成本有多低——成为最关键的竞争维度。</p><p style=\"text-align: justify;\">黄仁勋援引Semi Analysis Inference X基准测试结果指出，Blackwell平台被认定为“推理之王”，其token吞吐量较次优平台高出30倍。</p><p style=\"text-align: justify;\">Capital One、现代汽车、Jane Street和礼来等企业已在大规模部署英伟达基础设施，标志着AI工厂的客户群已从超大规模云厂商扩展至金融、制造、医药等传统行业。</p><h2 id=\"vera-rubin-cpu\">Vera Rubin：对智能体专属CPU的历史性赌注</h2><p style=\"text-align: justify;\">黄仁勋此次股东大会上最具突破性的表述，来自对Vera Rubin平台的定位——他称其为英伟达公司历史上“最重要的产品发布之一”，并将Vera CPU定义为打开全新市场的战略入口。</p><p style=\"text-align: justify;\">其核心逻辑在于：智能体不同于人类，生活在纳秒级的计算世界中。当智能体调用工具、访问数据库、执行代码并反复迭代任务时，CPU一旦成为瓶颈，造价高昂的GPU便陷入闲置，每一秒闲置都意味着AI工厂收入的损耗。为此，英伟达从头构建了专为智能体设计的Vera CPU。</p><p style=\"text-align: justify;\">黄仁勋指出，此前所有CPU都是为人类而设计、以核心为单位切片租用，而智能体对核心数量并无诉求，但对超低延迟响应有极致要求。随着全球智能体数量将达数十亿规模，这一全新的CPU市场正在开启。目前Vera Rubin已进入全面量产，主要模型构建商、公有云、AI云及超大规模客户均已着手部署规划，订单持续涌入。</p><p style=\"text-align: justify;\">在架构层面，黄仁勋将Vera Rubin描述为一个完整的AI工厂平台，而非单一芯片，涵盖Rubin GPU、Vera CPU、NVLink、Spectrum-X以太网、InfiniBand和BlueField安全存储模块。他特别强调，英伟达是全球唯一同时拥有三个网络业务的公司，而Spectrum-X的规模已超过其他所有以太网络同行的总和。</p><h2 id=\"cuda\">CUDA被黄仁勋称为英伟达的“皇冠珠宝&#34;</h2><p style=\"text-align: justify;\">黄仁勋将CUDA X库生态体系称为英伟达的“皇冠珠宝”，认为这是公司有史以来最重要的战略投资之一，也是竞争对手难以逾越的护城河。</p><p style=\"text-align: justify;\">他阐述了英伟达独特的飞轮效应：一个统一架构积累的庞大安装基础吸引开发者，开发者创造突破性应用，应用开拓新市场，新市场进一步扩大安装基础，整个循环正在加速运转。CUDA目前支持逾7000个应用，使云客户获得更大的商业化空间。</p><p style=\"text-align: justify;\">随着智能体时代到来，CUDA X库正从面向人类开发者的工具集转型为智能体的工具箱。黄仁勋在股东大会期间宣布推出BioNeMo，这是一套专为智能体设计的数字生物学与药物发现工具套件，标志着英伟达正将其最核心的软件资产向智能体场景迁移。</p><p style=\"text-align: justify;\">他同时提出英伟达的差异化定位：&#34;垂直整合，水平开放&#34;——全栈自研以实现端到端优化，再向整个行业开放，以支撑更广泛的生态构建。</p><h2 id=\"92c7faa4\">中国市场：H200出口获批，收入仍为零</h2><p style=\"text-align: justify;\">在涉华业务问题上，黄仁勋的表态相当谨慎。他透露，美国政府已批准H200芯片向中国客户出口的许可证，但英伟达迄今尚未产生任何相关收入，且对产品能否顺利进口至中国仍存在不确定性。</p><p style=\"text-align: justify;\">这一表述与此前市场对中国市场收入时间线的预期形成明显落差。黄仁勋未就中国业务的规模前景作出任何预测，也未提及任何具体客户。</p><p style=\"text-align: justify;\">在政策立场上，黄仁勋重申英伟达将积极参与出口管制政策的讨论，理由是实时的产业技术信息有助于政策制定者制定&#34;强有力、均衡&#34;的规则——既保护敏感技术，又维护美国在AI领域的领导地位。他强调，在商业利益与美国国家安全存在冲突时，国家安全优先。</p><h2 id=\"d09a92af\">黄仁勋罕见公开示警芯片走私</h2><p style=\"text-align: justify;\">在回应股东提问时，黄仁勋就英伟达产品流入受限终端用户的风险给出了迄今最为直接的公开回应，并罕见披露了具体应对措施。</p><p style=\"text-align: justify;\">黄仁勋表示，英伟达的合规工作已多次成功拦截企图走私的案例，相关人员面临两地司法起诉的风险。</p><p style=\"text-align: justify;\">黄仁勋强调，走私芯片拼凑数据中心是“死路一条”。因为先进AI数据中心是高度集成的系统，需要可信赖的硬件、软件、网络及持续的技术支持，而英伟达不向受限产品提供任何支持或维修服务，使得依靠走私产品搭建AI基础设施&#34;极其困难&#34;。</p><p style=\"text-align: justify;\">据C报道，芯片走私问题已引发美国立法者和监管机构的持续关注，英伟达此次在股东大会上正面回应这一议题，反映出该议题正日益成为公司需要主动管理的声誉与合规风险。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>黄仁勋英伟达股东大会释放重磅信号：AI工厂时代来临，智能体重塑计算格局</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n黄仁勋英伟达股东大会释放重磅信号：AI工厂时代来临，智能体重塑计算格局\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-25 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>黄仁勋称，客户购买英伟达系统并非买计算工具，而是建设能直接创收的AI工厂；在基准测试中，Blackwell平台token吞吐量较次优平台高30倍；Vera Rubin是英伟达史上最重要发布产品之一；CUDA X库生态体系是英伟达的“皇冠珠宝”；美国批准H200芯片出口后，尚未在中国获相关收入。他罕见公开示警芯片走私，称走私芯片拼凑数据中心是“死路一条”。</p></blockquote><p style=\"text-align: justify;\">美东时间24日周三举行的英伟达年度股东大会上，CEO黄仁勋描绘了一幅雄心勃勃的AI基础设施扩张蓝图。他宣告，智能体（agent）时代正式到来，并将这一轮计算范式转变定性为60年来规模最大的行业重置。从专为智能体设计的全新CPU架构，到大规模芯片走私的警告，黄仁勋此次讲话释出多个不同以往的关键信号。</p><p style=\"text-align: justify;\">智能体AI的商业落地正在成为英伟达新一轮增长的核心逻辑。黄仁勋指出，AI已完成从“有趣”到“有用”的跨越——当AI真正创造经济价值，算力需求便呈现加速扩张之势。他以软件开发为例：GitHub开发者合并的pull request数量从2024年的4亿增至2025年的5亿，而进入2026年头几个月，数量增长近乎三倍。</p><p style=\"text-align: justify;\">在智能体浪潮驱动下，英伟达的国际市场收入超过300亿美元，同比增逾三倍，近40个国家正在部署由英伟达基础设施驱动的AI工厂（AI Factories）。黄仁勋重申，将英伟达50%以上的自由现金流返还股东，并将本次股东大会上的多项资本回报政策宣布为长期承诺。</p><p style=\"text-align: justify;\">受AI需求持续强劲推动，英伟达股价分别在2024年和2025年录得超240%和逾50%的暴涨，但截至本周三收盘，今年以来仅累涨6.7%，跑输美股大盘，标普500指数同期累涨近7.5%。股价表现反映出，市场关注的焦点从短期业绩转向AI基础设施投资周期究竟能够持续多久。</p><p style=\"text-align: justify;\">虽然没有直接喊话，但黄仁勋在此次股东大会上的表态显然有意强化AI资本支出超级周期仍处于早期的观念。</p><h2 id=\"ai\">AI工厂：数据中心的定义正在被改写</h2><p style=\"text-align: justify;\">黄仁勋在演讲中提出，传统数据中心存储和传输文件的时代已成过去，新型AI工厂的核心功能是生产token（词元）。每一个token都是可货币化的智能单元，是代码、答案、设计、行动和服务的原材料。</p><p style=\"text-align: justify;\">黄仁勋以&#34;五层蛋糕&#34;结构描述AI产业生态，从底层到顶层依次为：能源、芯片与系统、基础设施、模型、应用。这一框架意味着英伟达的业务覆盖范围远不止芯片本身，而是贯穿整个AI生产链条。</p><p style=\"text-align: justify;\">黄仁勋强调，客户购买英伟达系统并非在购买计算工具，而是在建设能够直接创收的AI工厂。在这一逻辑下，工厂架构的效率——即每瓦特可产出多少token、每个token的成本有多低——成为最关键的竞争维度。</p><p style=\"text-align: justify;\">黄仁勋援引Semi Analysis Inference X基准测试结果指出，Blackwell平台被认定为“推理之王”，其token吞吐量较次优平台高出30倍。</p><p style=\"text-align: justify;\">Capital One、现代汽车、Jane Street和礼来等企业已在大规模部署英伟达基础设施，标志着AI工厂的客户群已从超大规模云厂商扩展至金融、制造、医药等传统行业。</p><h2 id=\"vera-rubin-cpu\">Vera Rubin：对智能体专属CPU的历史性赌注</h2><p style=\"text-align: justify;\">黄仁勋此次股东大会上最具突破性的表述，来自对Vera Rubin平台的定位——他称其为英伟达公司历史上“最重要的产品发布之一”，并将Vera CPU定义为打开全新市场的战略入口。</p><p style=\"text-align: justify;\">其核心逻辑在于：智能体不同于人类，生活在纳秒级的计算世界中。当智能体调用工具、访问数据库、执行代码并反复迭代任务时，CPU一旦成为瓶颈，造价高昂的GPU便陷入闲置，每一秒闲置都意味着AI工厂收入的损耗。为此，英伟达从头构建了专为智能体设计的Vera CPU。</p><p style=\"text-align: justify;\">黄仁勋指出，此前所有CPU都是为人类而设计、以核心为单位切片租用，而智能体对核心数量并无诉求，但对超低延迟响应有极致要求。随着全球智能体数量将达数十亿规模，这一全新的CPU市场正在开启。目前Vera Rubin已进入全面量产，主要模型构建商、公有云、AI云及超大规模客户均已着手部署规划，订单持续涌入。</p><p style=\"text-align: justify;\">在架构层面，黄仁勋将Vera Rubin描述为一个完整的AI工厂平台，而非单一芯片，涵盖Rubin GPU、Vera CPU、NVLink、Spectrum-X以太网、InfiniBand和BlueField安全存储模块。他特别强调，英伟达是全球唯一同时拥有三个网络业务的公司，而Spectrum-X的规模已超过其他所有以太网络同行的总和。</p><h2 id=\"cuda\">CUDA被黄仁勋称为英伟达的“皇冠珠宝&#34;</h2><p style=\"text-align: justify;\">黄仁勋将CUDA X库生态体系称为英伟达的“皇冠珠宝”，认为这是公司有史以来最重要的战略投资之一，也是竞争对手难以逾越的护城河。</p><p style=\"text-align: justify;\">他阐述了英伟达独特的飞轮效应：一个统一架构积累的庞大安装基础吸引开发者，开发者创造突破性应用，应用开拓新市场，新市场进一步扩大安装基础，整个循环正在加速运转。CUDA目前支持逾7000个应用，使云客户获得更大的商业化空间。</p><p style=\"text-align: justify;\">随着智能体时代到来，CUDA X库正从面向人类开发者的工具集转型为智能体的工具箱。黄仁勋在股东大会期间宣布推出BioNeMo，这是一套专为智能体设计的数字生物学与药物发现工具套件，标志着英伟达正将其最核心的软件资产向智能体场景迁移。</p><p style=\"text-align: justify;\">他同时提出英伟达的差异化定位：&#34;垂直整合，水平开放&#34;——全栈自研以实现端到端优化，再向整个行业开放，以支撑更广泛的生态构建。</p><h2 id=\"92c7faa4\">中国市场：H200出口获批，收入仍为零</h2><p style=\"text-align: justify;\">在涉华业务问题上，黄仁勋的表态相当谨慎。他透露，美国政府已批准H200芯片向中国客户出口的许可证，但英伟达迄今尚未产生任何相关收入，且对产品能否顺利进口至中国仍存在不确定性。</p><p style=\"text-align: justify;\">这一表述与此前市场对中国市场收入时间线的预期形成明显落差。黄仁勋未就中国业务的规模前景作出任何预测，也未提及任何具体客户。</p><p style=\"text-align: justify;\">在政策立场上，黄仁勋重申英伟达将积极参与出口管制政策的讨论，理由是实时的产业技术信息有助于政策制定者制定&#34;强有力、均衡&#34;的规则——既保护敏感技术，又维护美国在AI领域的领导地位。他强调，在商业利益与美国国家安全存在冲突时，国家安全优先。</p><h2 id=\"d09a92af\">黄仁勋罕见公开示警芯片走私</h2><p style=\"text-align: justify;\">在回应股东提问时，黄仁勋就英伟达产品流入受限终端用户的风险给出了迄今最为直接的公开回应，并罕见披露了具体应对措施。</p><p style=\"text-align: justify;\">黄仁勋表示，英伟达的合规工作已多次成功拦截企图走私的案例，相关人员面临两地司法起诉的风险。</p><p style=\"text-align: justify;\">黄仁勋强调，走私芯片拼凑数据中心是“死路一条”。因为先进AI数据中心是高度集成的系统，需要可信赖的硬件、软件、网络及持续的技术支持，而英伟达不向受限产品提供任何支持或维修服务，使得依靠走私产品搭建AI基础设施&#34;极其困难&#34;。</p><p style=\"text-align: justify;\">据C报道，芯片走私问题已引发美国立法者和监管机构的持续关注，英伟达此次在股东大会上正面回应这一议题，反映出该议题正日益成为公司需要主动管理的声誉与合规风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4543":"AI","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) 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(USDHDG) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE000Q6AESB8.SGD":"PIMCO BALANCED INCOME AND GROWTH \"A\" (SGDHDG) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3775451","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2646844906","content_text":"黄仁勋称，客户购买英伟达系统并非买计算工具，而是建设能直接创收的AI工厂；在基准测试中，Blackwell平台token吞吐量较次优平台高30倍；Vera Rubin是英伟达史上最重要发布产品之一；CUDA X库生态体系是英伟达的“皇冠珠宝”；美国批准H200芯片出口后，尚未在中国获相关收入。他罕见公开示警芯片走私，称走私芯片拼凑数据中心是“死路一条”。美东时间24日周三举行的英伟达年度股东大会上，CEO黄仁勋描绘了一幅雄心勃勃的AI基础设施扩张蓝图。他宣告，智能体（agent）时代正式到来，并将这一轮计算范式转变定性为60年来规模最大的行业重置。从专为智能体设计的全新CPU架构，到大规模芯片走私的警告，黄仁勋此次讲话释出多个不同以往的关键信号。智能体AI的商业落地正在成为英伟达新一轮增长的核心逻辑。黄仁勋指出，AI已完成从“有趣”到“有用”的跨越——当AI真正创造经济价值，算力需求便呈现加速扩张之势。他以软件开发为例：GitHub开发者合并的pull request数量从2024年的4亿增至2025年的5亿，而进入2026年头几个月，数量增长近乎三倍。在智能体浪潮驱动下，英伟达的国际市场收入超过300亿美元，同比增逾三倍，近40个国家正在部署由英伟达基础设施驱动的AI工厂（AI Factories）。黄仁勋重申，将英伟达50%以上的自由现金流返还股东，并将本次股东大会上的多项资本回报政策宣布为长期承诺。受AI需求持续强劲推动，英伟达股价分别在2024年和2025年录得超240%和逾50%的暴涨，但截至本周三收盘，今年以来仅累涨6.7%，跑输美股大盘，标普500指数同期累涨近7.5%。股价表现反映出，市场关注的焦点从短期业绩转向AI基础设施投资周期究竟能够持续多久。虽然没有直接喊话，但黄仁勋在此次股东大会上的表态显然有意强化AI资本支出超级周期仍处于早期的观念。AI工厂：数据中心的定义正在被改写黄仁勋在演讲中提出，传统数据中心存储和传输文件的时代已成过去，新型AI工厂的核心功能是生产token（词元）。每一个token都是可货币化的智能单元，是代码、答案、设计、行动和服务的原材料。黄仁勋以\"五层蛋糕\"结构描述AI产业生态，从底层到顶层依次为：能源、芯片与系统、基础设施、模型、应用。这一框架意味着英伟达的业务覆盖范围远不止芯片本身，而是贯穿整个AI生产链条。黄仁勋强调，客户购买英伟达系统并非在购买计算工具，而是在建设能够直接创收的AI工厂。在这一逻辑下，工厂架构的效率——即每瓦特可产出多少token、每个token的成本有多低——成为最关键的竞争维度。黄仁勋援引Semi Analysis Inference X基准测试结果指出，Blackwell平台被认定为“推理之王”，其token吞吐量较次优平台高出30倍。Capital One、现代汽车、Jane Street和礼来等企业已在大规模部署英伟达基础设施，标志着AI工厂的客户群已从超大规模云厂商扩展至金融、制造、医药等传统行业。Vera Rubin：对智能体专属CPU的历史性赌注黄仁勋此次股东大会上最具突破性的表述，来自对Vera Rubin平台的定位——他称其为英伟达公司历史上“最重要的产品发布之一”，并将Vera CPU定义为打开全新市场的战略入口。其核心逻辑在于：智能体不同于人类，生活在纳秒级的计算世界中。当智能体调用工具、访问数据库、执行代码并反复迭代任务时，CPU一旦成为瓶颈，造价高昂的GPU便陷入闲置，每一秒闲置都意味着AI工厂收入的损耗。为此，英伟达从头构建了专为智能体设计的Vera CPU。黄仁勋指出，此前所有CPU都是为人类而设计、以核心为单位切片租用，而智能体对核心数量并无诉求，但对超低延迟响应有极致要求。随着全球智能体数量将达数十亿规模，这一全新的CPU市场正在开启。目前Vera Rubin已进入全面量产，主要模型构建商、公有云、AI云及超大规模客户均已着手部署规划，订单持续涌入。在架构层面，黄仁勋将Vera Rubin描述为一个完整的AI工厂平台，而非单一芯片，涵盖Rubin GPU、Vera CPU、NVLink、Spectrum-X以太网、InfiniBand和BlueField安全存储模块。他特别强调，英伟达是全球唯一同时拥有三个网络业务的公司，而Spectrum-X的规模已超过其他所有以太网络同行的总和。CUDA被黄仁勋称为英伟达的“皇冠珠宝\"黄仁勋将CUDA X库生态体系称为英伟达的“皇冠珠宝”，认为这是公司有史以来最重要的战略投资之一，也是竞争对手难以逾越的护城河。他阐述了英伟达独特的飞轮效应：一个统一架构积累的庞大安装基础吸引开发者，开发者创造突破性应用，应用开拓新市场，新市场进一步扩大安装基础，整个循环正在加速运转。CUDA目前支持逾7000个应用，使云客户获得更大的商业化空间。随着智能体时代到来，CUDA X库正从面向人类开发者的工具集转型为智能体的工具箱。黄仁勋在股东大会期间宣布推出BioNeMo，这是一套专为智能体设计的数字生物学与药物发现工具套件，标志着英伟达正将其最核心的软件资产向智能体场景迁移。他同时提出英伟达的差异化定位：\"垂直整合，水平开放\"——全栈自研以实现端到端优化，再向整个行业开放，以支撑更广泛的生态构建。中国市场：H200出口获批，收入仍为零在涉华业务问题上，黄仁勋的表态相当谨慎。他透露，美国政府已批准H200芯片向中国客户出口的许可证，但英伟达迄今尚未产生任何相关收入，且对产品能否顺利进口至中国仍存在不确定性。这一表述与此前市场对中国市场收入时间线的预期形成明显落差。黄仁勋未就中国业务的规模前景作出任何预测，也未提及任何具体客户。在政策立场上，黄仁勋重申英伟达将积极参与出口管制政策的讨论，理由是实时的产业技术信息有助于政策制定者制定\"强有力、均衡\"的规则——既保护敏感技术，又维护美国在AI领域的领导地位。他强调，在商业利益与美国国家安全存在冲突时，国家安全优先。黄仁勋罕见公开示警芯片走私在回应股东提问时，黄仁勋就英伟达产品流入受限终端用户的风险给出了迄今最为直接的公开回应，并罕见披露了具体应对措施。黄仁勋表示，英伟达的合规工作已多次成功拦截企图走私的案例，相关人员面临两地司法起诉的风险。黄仁勋强调，走私芯片拼凑数据中心是“死路一条”。因为先进AI数据中心是高度集成的系统，需要可信赖的硬件、软件、网络及持续的技术支持，而英伟达不向受限产品提供任何支持或维修服务，使得依靠走私产品搭建AI基础设施\"极其困难\"。据C报道，芯片走私问题已引发美国立法者和监管机构的持续关注，英伟达此次在股东大会上正面回应这一议题，反映出该议题正日益成为公司需要主动管理的声誉与合规风险。","news_type":1,"symbols_score_info":{"NVYY":0.6,"ANV":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDA":2,"NVD":0.6,"07388":0.6,"NVDY":0.6,"DIPS":0.6,"NVDG":0.6,"NVDB":0.6,"NVDO":0.6,"NVDL":0.6,"NVDW":0.6,"NVDX":0.6,"NVII":0.6,"07788":0.6,"NVDD":0.6,"NVDU":0.6}},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578325446451744,"gmtCreate":1782201943382,"gmtModify":1782206074155,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"公司老板比较反人类搞秘密结社","listText":"公司老板比较反人类搞秘密结社","text":"公司老板比较反人类搞秘密结社","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578325446451744","repostId":"1161284024","repostType":4,"repost":{"id":"1161284024","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1782198518,"share":"https://www.laohunote.com/m/news/1161284024?lang=zh_CN&edition=full","pubTime":"2026-06-23 15:08","market":"us","language":"zh","title":"Palantir跌破关键支撑！业绩这么强，为什么市场还是不买账？","url":"https://stock-news.laohu8.com/highlight/detail?id=1161284024","media":"老虎资讯综合","summary":"Palantir周一跌近7%，收于119.50美元，跌破127美元关键支撑位，并创下一年多以来最低收盘价。问题在于，Palantir并不是业绩差：一季度收入同比增长85%，美国商业收入同比大增133%，全年收入指引也被上调。但股价仍然一路走弱，说明市场现在对这类高估值AI软件股的态度变了，不是不信增长，而是开始计较价格。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>最近的走势有点尴尬。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4b3fc28daa79df101db6fc96c55b4351\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">周一，该股跌近7%，收在119.50美元，跌破了市场此前关注的127美元支撑位。这是Palantir自2月以来首次收在这一位置下方，也是它一年多以来的最低收盘价。</p><p style=\"text-align: left;\">如果只是单日下跌，可能还不算什么。但拉长一点看，Palantir已经连续四个交易日下跌；过去一个月跌了约23%；今年以来跌幅约32%。更夸张的是，相比去年11月207.18美元的历史高点，目前股价已经回撤约41%。</p><p style=\"text-align: left;\">这就不是普通震荡了。</p><p style=\"text-align: left;\">对于一只曾经被市场当作“AI软件代表股”来追捧的公司来说，跌破关键支撑位，意味着资金开始变得谨慎。过去大家愿意为它的增长和AI故事付高价，但现在市场似乎在问另一个问题：Palantir确实很强，可它到底值不值这么贵？</p><h2 style=\"text-align: left;\">业绩不差，甚至还很亮眼</h2><p style=\"text-align: left;\">Palantir这轮下跌最让人纠结的地方在于，公司基本面并不差。</p><p style=\"text-align: left;\">一季度，Palantir收入达到16.3亿美元，同比增长85%，高于市场预期。美国业务表现更强，美国收入同比增长104%，达到12.82亿美元。其中，美国商业收入同比增长133%，达到5.95亿美元；美国政府收入同比增长84%，达到6.87亿美元。</p><p style=\"text-align: left;\">这组数据放在软件公司里并不常见。</p><p style=\"text-align: left;\">Palantir也上调了全年收入指引，预计2026年收入达到76.5亿至76.6亿美元。换句话说，公司没有出现增长突然失速，也没有讲不出新故事。它的政府业务还在增长，商业客户也在扩张，AIP带来的需求也确实反映到了收入里。</p><p style=\"text-align: left;\">但股价还是跌。</p><p style=\"text-align: left;\">这就是现在市场对Palantir最纠结的地方：不是公司不赚钱，也不是增长不好，而是之前股价涨得太猛，估值给得太高。当一只股票已经被市场当作“必须完美”的公司来定价时，好业绩未必够，必须一直比市场想象得更好才行。</p><h2 style=\"text-align: left;\">从历史高点回落后，估值开始变成压力</h2><p style=\"text-align: left;\">Palantir去年11月一度涨到207.18美元，市场当时给它的想象空间非常足。AI平台、美国政府订单、商业客户扩张，这些因素叠加在一起，让Palantir成了AI软件里最受关注的名字之一。</p><p style=\"text-align: left;\">但现在，股价回落到119.50美元附近，市场情绪明显变了。</p><p style=\"text-align: left;\">报道提到，Palantir目前远期市盈率约为73.5倍，而标普500平均水平约为20.86倍。这个差距很大，也意味着投资者对Palantir的要求远高于普通公司。</p><p style=\"text-align: left;\">高估值股票最怕的不是没有增长，而是增长开始被市场“嫌不够”。只要股价已经提前反映太多乐观预期，哪怕公司交出不错的成绩单，资金也可能选择先落袋为安。</p><h2 style=\"text-align: left;\">AI软件股开始进入“挑剔阶段”</h2><p style=\"text-align: left;\">过去一年，市场对AI相关公司非常宽容。只要公司能证明自己和AI有关，或者能讲出未来增长空间，资金往往愿意给更高估值。</p><p style=\"text-align: left;\">但现在情况有点变化。</p><p style=\"text-align: left;\">投资者开始区分两类公司：一类是真正能把AI变成收入、订单和现金流的公司；另一类只是把AI写进发布会和PPT里的公司。Palantir当然更接近前者，它的增长是真实的，客户也是真实的。</p><p style=\"text-align: left;\">可即便如此，市场仍然开始挑剔。</p><p style=\"text-align: left;\">原因很简单，AI软件不像芯片那样直接受益于数据中心资本开支。芯片卖出去就是收入，服务器建起来就是订单。但软件公司要证明的是，客户愿不愿意长期付费、愿不愿意扩大使用、AI工具能不能真正嵌入企业流程。</p><p style=\"text-align: left;\">Palantir的优势在于，它确实在政府、国防和企业数据系统里有较深积累。但它也要面对一个问题：当微软、谷歌、OpenAI、Anthropic等公司都在把AI能力推向企业客户时，Palantir能否继续保持足够强的差异化？</p><p style=\"text-align: left;\">这不是一两天能给出答案的问题，但股价会提前反映这种不确定。</p><h2 style=\"text-align: left;\">技术面破位，让短线资金更紧张</h2><p style=\"text-align: left;\">除了估值，技术面也是这次下跌被放大的原因之一。</p><p style=\"text-align: left;\">Palantir跌破127美元后，股价已经低于50日均线和200日均线。报道提到，该股50日均线约为138美元，200日均线约为160美元。</p><p style=\"text-align: left;\">技术指标本身不等于公司基本面变化，但对交易资金来说，它很重要。</p><p style=\"text-align: left;\">很多资金并不会等到基本面真正变差才卖出。一旦关键支撑失守、趋势变弱、股价跌破重要均线，短线资金就会先降低仓位。对于Palantir这种关注度高、波动大的股票来说，技术破位很容易引发更多卖压。</p><p style=\"text-align: left;\">所以这次下跌，不只是“市场不喜欢Palantir”，更像是估值压力、技术破位和软件股情绪一起压上来了。</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">所以，Palantir现在更像是进入了一个重新消化估值的阶段。公司基本面并不差，但前期股价给出的预期太高，短期破位后，资金未必会马上回来。尤其是在127美元附近重新站稳之前，市场大概率还会继续拿估值和趋势说事，股价想立刻修复并不容易。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir跌破关键支撑！业绩这么强，为什么市场还是不买账？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-23 15:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>最近的走势有点尴尬。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4b3fc28daa79df101db6fc96c55b4351\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">周一，该股跌近7%，收在119.50美元，跌破了市场此前关注的127美元支撑位。这是Palantir自2月以来首次收在这一位置下方，也是它一年多以来的最低收盘价。</p><p style=\"text-align: left;\">如果只是单日下跌，可能还不算什么。但拉长一点看，Palantir已经连续四个交易日下跌；过去一个月跌了约23%；今年以来跌幅约32%。更夸张的是，相比去年11月207.18美元的历史高点，目前股价已经回撤约41%。</p><p style=\"text-align: left;\">这就不是普通震荡了。</p><p style=\"text-align: left;\">对于一只曾经被市场当作“AI软件代表股”来追捧的公司来说，跌破关键支撑位，意味着资金开始变得谨慎。过去大家愿意为它的增长和AI故事付高价，但现在市场似乎在问另一个问题：Palantir确实很强，可它到底值不值这么贵？</p><h2 style=\"text-align: left;\">业绩不差，甚至还很亮眼</h2><p style=\"text-align: left;\">Palantir这轮下跌最让人纠结的地方在于，公司基本面并不差。</p><p style=\"text-align: left;\">一季度，Palantir收入达到16.3亿美元，同比增长85%，高于市场预期。美国业务表现更强，美国收入同比增长104%，达到12.82亿美元。其中，美国商业收入同比增长133%，达到5.95亿美元；美国政府收入同比增长84%，达到6.87亿美元。</p><p style=\"text-align: left;\">这组数据放在软件公司里并不常见。</p><p style=\"text-align: left;\">Palantir也上调了全年收入指引，预计2026年收入达到76.5亿至76.6亿美元。换句话说，公司没有出现增长突然失速，也没有讲不出新故事。它的政府业务还在增长，商业客户也在扩张，AIP带来的需求也确实反映到了收入里。</p><p style=\"text-align: left;\">但股价还是跌。</p><p style=\"text-align: left;\">这就是现在市场对Palantir最纠结的地方：不是公司不赚钱，也不是增长不好，而是之前股价涨得太猛，估值给得太高。当一只股票已经被市场当作“必须完美”的公司来定价时，好业绩未必够，必须一直比市场想象得更好才行。</p><h2 style=\"text-align: left;\">从历史高点回落后，估值开始变成压力</h2><p style=\"text-align: left;\">Palantir去年11月一度涨到207.18美元，市场当时给它的想象空间非常足。AI平台、美国政府订单、商业客户扩张，这些因素叠加在一起，让Palantir成了AI软件里最受关注的名字之一。</p><p style=\"text-align: left;\">但现在，股价回落到119.50美元附近，市场情绪明显变了。</p><p style=\"text-align: left;\">报道提到，Palantir目前远期市盈率约为73.5倍，而标普500平均水平约为20.86倍。这个差距很大，也意味着投资者对Palantir的要求远高于普通公司。</p><p style=\"text-align: left;\">高估值股票最怕的不是没有增长，而是增长开始被市场“嫌不够”。只要股价已经提前反映太多乐观预期，哪怕公司交出不错的成绩单，资金也可能选择先落袋为安。</p><h2 style=\"text-align: left;\">AI软件股开始进入“挑剔阶段”</h2><p style=\"text-align: left;\">过去一年，市场对AI相关公司非常宽容。只要公司能证明自己和AI有关，或者能讲出未来增长空间，资金往往愿意给更高估值。</p><p style=\"text-align: left;\">但现在情况有点变化。</p><p style=\"text-align: left;\">投资者开始区分两类公司：一类是真正能把AI变成收入、订单和现金流的公司；另一类只是把AI写进发布会和PPT里的公司。Palantir当然更接近前者，它的增长是真实的，客户也是真实的。</p><p style=\"text-align: left;\">可即便如此，市场仍然开始挑剔。</p><p style=\"text-align: left;\">原因很简单，AI软件不像芯片那样直接受益于数据中心资本开支。芯片卖出去就是收入，服务器建起来就是订单。但软件公司要证明的是，客户愿不愿意长期付费、愿不愿意扩大使用、AI工具能不能真正嵌入企业流程。</p><p style=\"text-align: left;\">Palantir的优势在于，它确实在政府、国防和企业数据系统里有较深积累。但它也要面对一个问题：当微软、谷歌、OpenAI、Anthropic等公司都在把AI能力推向企业客户时，Palantir能否继续保持足够强的差异化？</p><p style=\"text-align: left;\">这不是一两天能给出答案的问题，但股价会提前反映这种不确定。</p><h2 style=\"text-align: left;\">技术面破位，让短线资金更紧张</h2><p style=\"text-align: left;\">除了估值，技术面也是这次下跌被放大的原因之一。</p><p style=\"text-align: left;\">Palantir跌破127美元后，股价已经低于50日均线和200日均线。报道提到，该股50日均线约为138美元，200日均线约为160美元。</p><p style=\"text-align: left;\">技术指标本身不等于公司基本面变化，但对交易资金来说，它很重要。</p><p style=\"text-align: left;\">很多资金并不会等到基本面真正变差才卖出。一旦关键支撑失守、趋势变弱、股价跌破重要均线，短线资金就会先降低仓位。对于Palantir这种关注度高、波动大的股票来说，技术破位很容易引发更多卖压。</p><p style=\"text-align: left;\">所以这次下跌，不只是“市场不喜欢Palantir”，更像是估值压力、技术破位和软件股情绪一起压上来了。</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">所以，Palantir现在更像是进入了一个重新消化估值的阶段。公司基本面并不差，但前期股价给出的预期太高，短期破位后，资金未必会马上回来。尤其是在127美元附近重新站稳之前，市场大概率还会继续拿估值和趋势说事，股价想立刻修复并不容易。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/3fcc4e983bdcc5ef124bcf39374361be","relate_stocks":{"PLYY":"GraniteShares YieldBOOST PLTR ETF","PLTI":"REX PLTR Growth & Income ETF","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","PLTW":"PLTR周配息ETF-Roundhill","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTA":"ProShares Ultra PLTR ETF","PLTD":"1倍做空PLTR ETF-Direxion","PLTZ":"2倍做空PLTR ETF-Defiance","PLTY":"PLTR期权收益策略ETF-YieldMax","PLTG":"2倍做多PLTR ETF-Leverage Shares","PLTU":"2倍做多PLTR ETF-Direxion","PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161284024","content_text":"Palantir Technologies Inc.最近的走势有点尴尬。周一，该股跌近7%，收在119.50美元，跌破了市场此前关注的127美元支撑位。这是Palantir自2月以来首次收在这一位置下方，也是它一年多以来的最低收盘价。如果只是单日下跌，可能还不算什么。但拉长一点看，Palantir已经连续四个交易日下跌；过去一个月跌了约23%；今年以来跌幅约32%。更夸张的是，相比去年11月207.18美元的历史高点，目前股价已经回撤约41%。这就不是普通震荡了。对于一只曾经被市场当作“AI软件代表股”来追捧的公司来说，跌破关键支撑位，意味着资金开始变得谨慎。过去大家愿意为它的增长和AI故事付高价，但现在市场似乎在问另一个问题：Palantir确实很强，可它到底值不值这么贵？业绩不差，甚至还很亮眼Palantir这轮下跌最让人纠结的地方在于，公司基本面并不差。一季度，Palantir收入达到16.3亿美元，同比增长85%，高于市场预期。美国业务表现更强，美国收入同比增长104%，达到12.82亿美元。其中，美国商业收入同比增长133%，达到5.95亿美元；美国政府收入同比增长84%，达到6.87亿美元。这组数据放在软件公司里并不常见。Palantir也上调了全年收入指引，预计2026年收入达到76.5亿至76.6亿美元。换句话说，公司没有出现增长突然失速，也没有讲不出新故事。它的政府业务还在增长，商业客户也在扩张，AIP带来的需求也确实反映到了收入里。但股价还是跌。这就是现在市场对Palantir最纠结的地方：不是公司不赚钱，也不是增长不好，而是之前股价涨得太猛，估值给得太高。当一只股票已经被市场当作“必须完美”的公司来定价时，好业绩未必够，必须一直比市场想象得更好才行。从历史高点回落后，估值开始变成压力Palantir去年11月一度涨到207.18美元，市场当时给它的想象空间非常足。AI平台、美国政府订单、商业客户扩张，这些因素叠加在一起，让Palantir成了AI软件里最受关注的名字之一。但现在，股价回落到119.50美元附近，市场情绪明显变了。报道提到，Palantir目前远期市盈率约为73.5倍，而标普500平均水平约为20.86倍。这个差距很大，也意味着投资者对Palantir的要求远高于普通公司。高估值股票最怕的不是没有增长，而是增长开始被市场“嫌不够”。只要股价已经提前反映太多乐观预期，哪怕公司交出不错的成绩单，资金也可能选择先落袋为安。AI软件股开始进入“挑剔阶段”过去一年，市场对AI相关公司非常宽容。只要公司能证明自己和AI有关，或者能讲出未来增长空间，资金往往愿意给更高估值。但现在情况有点变化。投资者开始区分两类公司：一类是真正能把AI变成收入、订单和现金流的公司；另一类只是把AI写进发布会和PPT里的公司。Palantir当然更接近前者，它的增长是真实的，客户也是真实的。可即便如此，市场仍然开始挑剔。原因很简单，AI软件不像芯片那样直接受益于数据中心资本开支。芯片卖出去就是收入，服务器建起来就是订单。但软件公司要证明的是，客户愿不愿意长期付费、愿不愿意扩大使用、AI工具能不能真正嵌入企业流程。Palantir的优势在于，它确实在政府、国防和企业数据系统里有较深积累。但它也要面对一个问题：当微软、谷歌、OpenAI、Anthropic等公司都在把AI能力推向企业客户时，Palantir能否继续保持足够强的差异化？这不是一两天能给出答案的问题，但股价会提前反映这种不确定。技术面破位，让短线资金更紧张除了估值，技术面也是这次下跌被放大的原因之一。Palantir跌破127美元后，股价已经低于50日均线和200日均线。报道提到，该股50日均线约为138美元，200日均线约为160美元。技术指标本身不等于公司基本面变化，但对交易资金来说，它很重要。很多资金并不会等到基本面真正变差才卖出。一旦关键支撑失守、趋势变弱、股价跌破重要均线，短线资金就会先降低仓位。对于Palantir这种关注度高、波动大的股票来说，技术破位很容易引发更多卖压。所以这次下跌，不只是“市场不喜欢Palantir”，更像是估值压力、技术破位和软件股情绪一起压上来了。所以，Palantir现在更像是进入了一个重新消化估值的阶段。公司基本面并不差，但前期股价给出的预期太高，短期破位后，资金未必会马上回来。尤其是在127美元附近重新站稳之前，市场大概率还会继续拿估值和趋势说事，股价想立刻修复并不容易。","news_type":1,"symbols_score_info":{"PLTR":2,"PLTG":0.6,"PLOO":0.6,"PLTU":0.6,"PLTY":0.6,"PLTZ":0.6,"PTIR":0.6,"PLTA":0.6,"PLYY":0.6,"PLTD":0.6,"PLTW":0.6,"PLTI":0.6}},"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578324727272480,"gmtCreate":1782201783164,"gmtModify":1782206074217,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"未实现收益如何征税啊？股票房产没有卖出怎么征税，征收期间增值了到卖出时候跌了差价也征税吗？","listText":"未实现收益如何征税啊？股票房产没有卖出怎么征税，征收期间增值了到卖出时候跌了差价也征税吗？","text":"未实现收益如何征税啊？股票房产没有卖出怎么征税，征收期间增值了到卖出时候跌了差价也征税吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578324727272480","repostId":"2645864228","repostType":4,"repost":{"id":"2645864228","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782200699,"share":"https://www.laohunote.com/m/news/2645864228?lang=zh_CN&edition=full","pubTime":"2026-06-23 15:44","market":"sg","language":"zh","title":"小作文带崩韩股？韩媒：国会议员讨论将股票、房地产未实现收益纳入综合征税","url":"https://stock-news.laohu8.com/highlight/detail?id=2645864228","media":"华尔街见闻","summary":"一份未实现收益征税讨论报道传出后，韩国股市周二骤然熔断。韩联社报道称，韩国国会跨党派议员正讨论税务改革，无论资产是否出售，均以实质性净资产增值为课税依据，股票与房地产等投资资产的未实现收益亦在征税之列。","content":"<html><head></head><body><p style=\"text-align: left;\">一份关于将股票和房地产未实现收益纳入综合征税体系的政策讨论文件，令已处于高估值区间的韩国股市在6月23日骤然崩跌，KOSPI触发熔断，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>与SK海力士领跌。</p><p style=\"text-align: left;\">据韩联社报道，6月23日上午，韩国共同民主党、进步党、社会民主党等多党派国会议员联合参与税制改革论坛。论坛核心主张是推动&#34;所得税综合主义&#34;转型——<strong>无论资产是否出售，均以实质性净资产增值为课税依据，股票与房地产等投资资产的未实现收益亦在征税之列。</strong></p><p style=\"text-align: left;\">上述消息迅速在已承压的韩国股市引发连锁反应。KOSPI指数当日收跌10%，报8203.84点，创3月4日以来最大单日跌幅；<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>跌逾7%，SK海力士跌幅超10%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae2bcaef63b5a08f7f6833bfb743c20a\" data-align=\"center\" tg-width=\"1017\" tg-height=\"738\"/><span></span></p><p style=\"text-align: left;\">此次下跌亦与亚洲市场整体回调及外部因素高度共振：美联储加息预期重燃令美元走强，此前由AI热潮驱动的科技股估值遭到系统性压制。<a href=\"https://laohu8.com/S/MU\">美光科技</a>本周财报能否提振市场对AI需求的信心，将是投资者关注的下一个关键节点。</p><h2 style=\"text-align: left;\">税收论坛：未实现收益或纳入征税体系</h2><p style=\"text-align: left;\">据韩联社报道，<strong>此次论坛的核心议题是将现行按所得形式征税的制度，转变为按经济能力征税的综合主义框架——即不论资产形态与变现与否，均以实质性增加的净资产作为课税依据。</strong></p><p style=\"text-align: left;\">韩国国家财政研究所高级研究员李相敏指出，若课税仅发生在资产变现时点，纳税人将产生惜售动机以规避或延迟纳税，形成&#34;冻结效应&#34;，阻碍资本向更高效率领域流动。</p><p style=\"text-align: left;\">论坛同时提出较为渐进的实施路径：<strong>未实现收益原则上认定为所得，但纳税义务可递延至变现时点，或附加利息后延期缴纳；对市价难以评估的不动产及非上市股票，可维持现行实现时点课税，或仅针对高净值资产持有者先行试点。</strong>韩国劳总国长朴基山则进一步呼吁恢复金融投资所得税，并通过增设税率档次提高超高收入群体的实际税负。</p><h2 style=\"text-align: left;\">熔断触发，监管层早已警示过热风险</h2><p style=\"text-align: left;\">征税&#34;小作文&#34;只是引发韩股周二暴跌的原因之一。</p><p style=\"text-align: left;\">首尔韩亚证券策略师Lee Jae Mahn表示目前韩国市场存在多项过热信号——其中最为突出的是SK海力士估值已高于三星电子。他认为，若KOSPI要进一步走高，三星电子股价涨幅必须领先于SK海力士，市场预期三星电子第二季度盈利将超越SK海力士。</p><p style=\"text-align: left;\">与此同时，韩国金融监管层对单只杠杆ETF的担忧亦持续升温。</p><p style=\"text-align: left;\">据彭博社报道，韩国金融监督院院长李灿镇周一在新闻发布会上表示，监管机构正与金融服务委员会及韩国交易所协调，评估包括加强交易模式监控在内的一系列稳定措施，以限制追踪三星电子和SK海力士的杠杆ETF剧烈波动带来的传染风险，并强调相关副作用正在&#34;加剧&#34;。</p><h2 style=\"text-align: left;\">外部压力叠加，AI热潮降温</h2><p style=\"text-align: left;\">美联储加息预期重燃构成另一重外部压力，韩国市场动荡亦与全球科技股普遍回调同步。</p><p style=\"text-align: left;\">美国银行首席美国经济学家Aditya Bhave在最新研究报告中预测，美联储将于9月、10月及12月各加息25个基点，联邦基金利率再上调75个基点，并预计2027年全年维持利率不变。Aditya Bhave坦言，美银此前对降息需求的怀疑态度&#34;为时过早&#34;，最新数据已显示美国经济与通胀形势发生变化。<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>与<a href=\"https://laohu8.com/S/DB\">德意志银行</a>亦近期警告，服务业通胀、薪资增长及能源价格波动可能使通胀回落速度慢于预期。</p><p style=\"text-align: left;\">在前景展望方面，Pepperstone Group策略师Dilin Wu表示，美光科技本周财报将是真正的考验——若美光交出亮眼成绩单，将直接验证三星电子与SK海力士的基本面，并告诉市场AI硬件投资热潮是否仍具持续增长空间。与此同时，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等科技巨头股价若持续下跌是否会压缩其资本支出计划，亦是市场密切关注的焦点。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小作文带崩韩股？韩媒：国会议员讨论将股票、房地产未实现收益纳入综合征税\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-23 15:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">一份关于将股票和房地产未实现收益纳入综合征税体系的政策讨论文件，令已处于高估值区间的韩国股市在6月23日骤然崩跌，KOSPI触发熔断，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>与SK海力士领跌。</p><p style=\"text-align: left;\">据韩联社报道，6月23日上午，韩国共同民主党、进步党、社会民主党等多党派国会议员联合参与税制改革论坛。论坛核心主张是推动&#34;所得税综合主义&#34;转型——<strong>无论资产是否出售，均以实质性净资产增值为课税依据，股票与房地产等投资资产的未实现收益亦在征税之列。</strong></p><p style=\"text-align: left;\">上述消息迅速在已承压的韩国股市引发连锁反应。KOSPI指数当日收跌10%，报8203.84点，创3月4日以来最大单日跌幅；<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>跌逾7%，SK海力士跌幅超10%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae2bcaef63b5a08f7f6833bfb743c20a\" data-align=\"center\" tg-width=\"1017\" tg-height=\"738\"/><span></span></p><p style=\"text-align: left;\">此次下跌亦与亚洲市场整体回调及外部因素高度共振：美联储加息预期重燃令美元走强，此前由AI热潮驱动的科技股估值遭到系统性压制。<a href=\"https://laohu8.com/S/MU\">美光科技</a>本周财报能否提振市场对AI需求的信心，将是投资者关注的下一个关键节点。</p><h2 style=\"text-align: left;\">税收论坛：未实现收益或纳入征税体系</h2><p style=\"text-align: left;\">据韩联社报道，<strong>此次论坛的核心议题是将现行按所得形式征税的制度，转变为按经济能力征税的综合主义框架——即不论资产形态与变现与否，均以实质性增加的净资产作为课税依据。</strong></p><p style=\"text-align: left;\">韩国国家财政研究所高级研究员李相敏指出，若课税仅发生在资产变现时点，纳税人将产生惜售动机以规避或延迟纳税，形成&#34;冻结效应&#34;，阻碍资本向更高效率领域流动。</p><p style=\"text-align: left;\">论坛同时提出较为渐进的实施路径：<strong>未实现收益原则上认定为所得，但纳税义务可递延至变现时点，或附加利息后延期缴纳；对市价难以评估的不动产及非上市股票，可维持现行实现时点课税，或仅针对高净值资产持有者先行试点。</strong>韩国劳总国长朴基山则进一步呼吁恢复金融投资所得税，并通过增设税率档次提高超高收入群体的实际税负。</p><h2 style=\"text-align: left;\">熔断触发，监管层早已警示过热风险</h2><p style=\"text-align: left;\">征税&#34;小作文&#34;只是引发韩股周二暴跌的原因之一。</p><p style=\"text-align: left;\">首尔韩亚证券策略师Lee Jae Mahn表示目前韩国市场存在多项过热信号——其中最为突出的是SK海力士估值已高于三星电子。他认为，若KOSPI要进一步走高，三星电子股价涨幅必须领先于SK海力士，市场预期三星电子第二季度盈利将超越SK海力士。</p><p style=\"text-align: left;\">与此同时，韩国金融监管层对单只杠杆ETF的担忧亦持续升温。</p><p style=\"text-align: left;\">据彭博社报道，韩国金融监督院院长李灿镇周一在新闻发布会上表示，监管机构正与金融服务委员会及韩国交易所协调，评估包括加强交易模式监控在内的一系列稳定措施，以限制追踪三星电子和SK海力士的杠杆ETF剧烈波动带来的传染风险，并强调相关副作用正在&#34;加剧&#34;。</p><h2 style=\"text-align: left;\">外部压力叠加，AI热潮降温</h2><p style=\"text-align: left;\">美联储加息预期重燃构成另一重外部压力，韩国市场动荡亦与全球科技股普遍回调同步。</p><p style=\"text-align: left;\">美国银行首席美国经济学家Aditya Bhave在最新研究报告中预测，美联储将于9月、10月及12月各加息25个基点，联邦基金利率再上调75个基点，并预计2027年全年维持利率不变。Aditya Bhave坦言，美银此前对降息需求的怀疑态度&#34;为时过早&#34;，最新数据已显示美国经济与通胀形势发生变化。<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>与<a href=\"https://laohu8.com/S/DB\">德意志银行</a>亦近期警告，服务业通胀、薪资增长及能源价格波动可能使通胀回落速度慢于预期。</p><p style=\"text-align: left;\">在前景展望方面，Pepperstone Group策略师Dilin Wu表示，美光科技本周财报将是真正的考验——若美光交出亮眼成绩单，将直接验证三星电子与SK海力士的基本面，并告诉市场AI硬件投资热潮是否仍具持续增长空间。与此同时，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等科技巨头股价若持续下跌是否会压缩其资本支出计划，亦是市场密切关注的焦点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/493f6c627943328e024aa790abf4c4cf","relate_stocks":{"KPOP":"KPOP AND KOREAN ENTERTAINMENT ETF","VXUS":"国际股票ETF-Vanguard","LPL":"LG Display Co ADS","KDEF":"PLUS Korea Defense Industry Index ETF","KT":"韩国电信","BK4535":"淡马锡持仓","REET":"iShares Trust iShares Global REIT ETF","KF":"韩国基金","CPNG":"Coupang, Inc.","FLKR":"Franklin FTSE South Korea ETF","SHG":"新韩金融","07709":"南方两倍做多海力士","EWY":"韩国ETF-iShares MSCI","BK4588":"碎股","PKX":"浦项钢铁","KB":"韩国国民银行","07747":"南方两倍做多三星电子","DDI":"DoubleDown Interactive","SKM":"韩国SK电信","KEP":"韩国电力","KORU":"3倍做多韩国ETF-Direxion","BK1148":"建筑与工程","GRVY":"重力社","BK4585":"ETF&股票定投概念","MKOR":"Matthews Korea Active ETF"},"source_url":"https://wallstreetcn.com/articles/3775281","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2645864228","content_text":"一份关于将股票和房地产未实现收益纳入综合征税体系的政策讨论文件，令已处于高估值区间的韩国股市在6月23日骤然崩跌，KOSPI触发熔断，三星电子与SK海力士领跌。据韩联社报道，6月23日上午，韩国共同民主党、进步党、社会民主党等多党派国会议员联合参与税制改革论坛。论坛核心主张是推动\"所得税综合主义\"转型——无论资产是否出售，均以实质性净资产增值为课税依据，股票与房地产等投资资产的未实现收益亦在征税之列。上述消息迅速在已承压的韩国股市引发连锁反应。KOSPI指数当日收跌10%，报8203.84点，创3月4日以来最大单日跌幅；三星电子跌逾7%，SK海力士跌幅超10%。此次下跌亦与亚洲市场整体回调及外部因素高度共振：美联储加息预期重燃令美元走强，此前由AI热潮驱动的科技股估值遭到系统性压制。美光科技本周财报能否提振市场对AI需求的信心，将是投资者关注的下一个关键节点。税收论坛：未实现收益或纳入征税体系据韩联社报道，此次论坛的核心议题是将现行按所得形式征税的制度，转变为按经济能力征税的综合主义框架——即不论资产形态与变现与否，均以实质性增加的净资产作为课税依据。韩国国家财政研究所高级研究员李相敏指出，若课税仅发生在资产变现时点，纳税人将产生惜售动机以规避或延迟纳税，形成\"冻结效应\"，阻碍资本向更高效率领域流动。论坛同时提出较为渐进的实施路径：未实现收益原则上认定为所得，但纳税义务可递延至变现时点，或附加利息后延期缴纳；对市价难以评估的不动产及非上市股票，可维持现行实现时点课税，或仅针对高净值资产持有者先行试点。韩国劳总国长朴基山则进一步呼吁恢复金融投资所得税，并通过增设税率档次提高超高收入群体的实际税负。熔断触发，监管层早已警示过热风险征税\"小作文\"只是引发韩股周二暴跌的原因之一。首尔韩亚证券策略师Lee Jae Mahn表示目前韩国市场存在多项过热信号——其中最为突出的是SK海力士估值已高于三星电子。他认为，若KOSPI要进一步走高，三星电子股价涨幅必须领先于SK海力士，市场预期三星电子第二季度盈利将超越SK海力士。与此同时，韩国金融监管层对单只杠杆ETF的担忧亦持续升温。据彭博社报道，韩国金融监督院院长李灿镇周一在新闻发布会上表示，监管机构正与金融服务委员会及韩国交易所协调，评估包括加强交易模式监控在内的一系列稳定措施，以限制追踪三星电子和SK海力士的杠杆ETF剧烈波动带来的传染风险，并强调相关副作用正在\"加剧\"。外部压力叠加，AI热潮降温美联储加息预期重燃构成另一重外部压力，韩国市场动荡亦与全球科技股普遍回调同步。美国银行首席美国经济学家Aditya Bhave在最新研究报告中预测，美联储将于9月、10月及12月各加息25个基点，联邦基金利率再上调75个基点，并预计2027年全年维持利率不变。Aditya Bhave坦言，美银此前对降息需求的怀疑态度\"为时过早\"，最新数据已显示美国经济与通胀形势发生变化。高盛、摩根士丹利与德意志银行亦近期警告，服务业通胀、薪资增长及能源价格波动可能使通胀回落速度慢于预期。在前景展望方面，Pepperstone Group策略师Dilin Wu表示，美光科技本周财报将是真正的考验——若美光交出亮眼成绩单，将直接验证三星电子与SK海力士的基本面，并告诉市场AI硬件投资热潮是否仍具持续增长空间。与此同时，谷歌等科技巨头股价若持续下跌是否会压缩其资本支出计划，亦是市场密切关注的焦点。","news_type":1,"symbols_score_info":{"REET":1.5,"07747":2.1,"KF":2,"07709":2.1,"PKX":2,"EWY":2,"MKOR":2,"KDEF":2,"KPOP":2,"KB":2,"SHG":2,"LPL":2,"GRVY":2,"CPNG":2,"KT":2,"DDI":2,"KEP":2,"KORU":2,"SKM":2,"VXUS":1.5,"FLKR":2}},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578131093041568,"gmtCreate":1782168761690,"gmtModify":1782178477327,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"找基金接盘","listText":"找基金接盘","text":"找基金接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578131093041568","repostId":"1142176507","repostType":2,"repost":{"id":"1142176507","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1782163815,"share":"https://www.laohunote.com/m/news/1142176507?lang=zh_CN&edition=full","pubTime":"2026-06-23 05:30","market":"us","language":"zh","title":"彭博指数：SpaceX满足快速纳入彭博全球股票指数的所有资格标准","url":"https://stock-news.laohu8.com/highlight/detail?id=1142176507","media":"美股速递","summary":"彭博指数宣布，太空探索技术公司SpaceX已满足所有相关资格标准，有资格通过快速通道被纳入其全球股票指数系列。这一进展标志着这家由埃隆·马斯克领导的私营航天公司在资本市场上的重要里程碑，为其未来潜在的公开市场活动或更广泛的指数化投资铺平了道路。满足快速纳入标准通常意味着该公司在市值、流动性、公司治理以及财务披露等方面达到了国际主流指数的严格要求。","content":"<p>彭博指数宣布，太空探索技术公司SpaceX已满足所有相关资格标准，有资格通过快速通道被纳入其全球股票指数系列。这一进展标志着这家由埃隆·马斯克领导的私营航天公司在资本市场上的重要里程碑，为其未来潜在的公开市场活动或更广泛的指数化投资铺平了道路。满足快速纳入标准通常意味着该公司在市值、流动性、公司治理以及财务披露等方面达到了国际主流指数的严格要求。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>彭博指数：SpaceX满足快速纳入彭博全球股票指数的所有资格标准</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n彭博指数：SpaceX满足快速纳入彭博全球股票指数的所有资格标准\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2026-06-23 05:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>彭博指数宣布，太空探索技术公司SpaceX已满足所有相关资格标准，有资格通过快速通道被纳入其全球股票指数系列。这一进展标志着这家由埃隆·马斯克领导的私营航天公司在资本市场上的重要里程碑，为其未来潜在的公开市场活动或更广泛的指数化投资铺平了道路。满足快速纳入标准通常意味着该公司在市值、流动性、公司治理以及财务披露等方面达到了国际主流指数的严格要求。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4089":"非传统电信运营商","SPAX":"2倍做多SPACEX ETF-T-REX","SPCM":"2倍做多SpaceX ETF-Tradr","SPCG":"2倍做空SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCQ":"2倍做空SpaceX ETF-Defiance","SPCX":"SPAC and New Issue ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPAL":"2倍做多Space X ETF-GraniteShares","LOFF":"2倍做多SpaceX ETF-Direxion","SPCF":"2倍做多SpaceX ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142176507","content_text":"彭博指数宣布，太空探索技术公司SpaceX已满足所有相关资格标准，有资格通过快速通道被纳入其全球股票指数系列。这一进展标志着这家由埃隆·马斯克领导的私营航天公司在资本市场上的重要里程碑，为其未来潜在的公开市场活动或更广泛的指数化投资铺平了道路。满足快速纳入标准通常意味着该公司在市值、流动性、公司治理以及财务披露等方面达到了国际主流指数的严格要求。","news_type":1,"symbols_score_info":{"SPCF":1,"SPAX":1,"SPAL":1,"SPCG":1,"SPCH":1,"SPCM":1,"SPCQ":1,"SPCX":1,"SSPC":1,"LOFF":1,"SPCU":1,"SNK":1}},"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576751387136592,"gmtCreate":1781831921258,"gmtModify":1781832179875,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"特朗普以一人之力一箭四雕拉抬了英特尔英伟达苹果的股价对冲了SPACEX的下跌。不愧是画K线的大作手。","listText":"特朗普以一人之力一箭四雕拉抬了英特尔英伟达苹果的股价对冲了SPACEX的下跌。不愧是画K线的大作手。","text":"特朗普以一人之力一箭四雕拉抬了英特尔英伟达苹果的股价对冲了SPACEX的下跌。不愧是画K线的大作手。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576751387136592","repostId":"2644338130","repostType":2,"repost":{"id":"2644338130","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1781821231,"share":"https://www.laohunote.com/m/news/2644338130?lang=zh_CN&edition=full","pubTime":"2026-06-19 06:20","market":"us","language":"zh","title":"特朗普歪曲事实？美媒曝英特尔高管对苹果达成合作消息感到意外","url":"https://stock-news.laohu8.com/highlight/detail?id=2644338130","media":"华尔街见闻","summary":"据报道，苹果与英特尔围绕美国本土芯片制造的讨论已持续数月，目前尚不清楚谈判是否已经达成正式协议。","content":"<html><head></head><body><blockquote><p>据报道，苹果与英特尔围绕美国本土芯片制造的讨论已持续数月，目前尚不清楚谈判是否已经达成正式协议。</p></blockquote><p style=\"text-align: justify;\">特朗普一句苹果与英特尔合作生产芯片的帖子引爆英特尔股价。但最新消息显示，就连英特尔内部高管也对总统的表态感到吃惊。</p><p style=\"text-align: justify;\">美国总统特朗普的一则社交媒体帖子，引发市场对英特尔晶圆代工业务迎来重大突破的乐观情绪。特朗普周四表示，苹果已经同意与英特尔合作，在美国设计和生产芯片，此举将有助于强化美国半导体供应链，也为英特尔带来急需的大客户支持。</p><p style=\"text-align: justify;\">上述利好消息推动英特尔股价大涨。不过，特朗普发帖后，美国新闻网站Semafor援引知情人士报道称，苹果与英特尔确实已就美国本土制造合作进行了数月磋商，但交易状态目前无法确认，更令外界意外的是，部分英特尔高管此前并不知道特朗普将发布这一消息，对他的表态感到吃惊。</p><h2 id=\"id_2171598327\">特朗普突然“官宣”，市场迅速点燃英特尔行情</h2><p style=\"text-align: justify;\">当地时间周四稍早，特朗普在旗下社交媒体发文称：“苹果已同意与英特尔合作，在美国设计和制造芯片。”</p><p style=\"text-align: justify;\">特朗普还表示，这项合作将帮助美国重新夺回半导体制造领导地位，并强调芯片必须在美国本土生产。</p><p style=\"text-align: justify;\">特朗普发帖后，英特尔股价周四跳空高开8.8%，即使传出Semafor的报道也未受影响，收涨逾10%，助推芯片股总体大涨。费城半导体指数一度涨逾6%、创盘中历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e58ef290fcf4ea5de3f002496dc4c2a0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">英特尔与苹果达成芯片产品合作的消息迅速引发市场热议。投资者认为，如果苹果成为英特尔代工客户，将意味着英特尔Foundry业务获得迄今最具分量的背书。</p><p style=\"text-align: justify;\">近年来，苹果的A系列和M系列芯片主要由台积电代工。对于仍在努力追赶台积电、三星的英特尔而言，若能获得苹果订单，无疑将显著提升其先进制程业务的信誉。</p><h2 id=\"id_3528518769\">双方接触已持续数月，但正式协议仍存疑问</h2><p style=\"text-align: justify;\">不过，据Semafor援引知情人士报道，苹果与英特尔围绕在美国制造部分芯片的讨论其实已经持续数月。消息人士并未透露双方是否已经签署最终协议，也没有说明涉及哪些芯片产品。</p><p style=\"text-align: justify;\">该报道称，一些英特尔高管此前并未获悉特朗普将公开宣布这一合作，因此对特朗普的表态感到意外。</p><p style=\"text-align: justify;\">周四美股盘前，Semafor记者Rohan Goswami在社交媒体上表示：“消息人士称，英特尔和苹果围绕美国制造已经讨论了数月。目前尚不清楚这些谈判进展到了哪一步。英特尔高管对（特朗普）总统的帖子感到意外。”</p><p style=\"text-align: justify;\">这意味着，特朗普的帖子可能早于企业正式披露流程，也可能只是基于双方已有接触而作出的公开表态。</p><h2 id=\"id_3981618949\">英特尔代工业务急需“苹果级客户”</h2><p style=\"text-align: justify;\">对于英特尔而言，获得苹果订单具有象征意义。</p><p style=\"text-align: justify;\">自陈立武担任CEO以来，英特尔一直试图推动公司代工业务Intel Foundry转型，希望将自身打造为美版台积电。特朗普政府也持续将英特尔视为重振美国先进制造业的重要支柱。</p><p style=\"text-align: justify;\">此前已有报道称，英伟达、特斯拉等公司正探索使用英特尔先进制程，而苹果的加入则被视为最具影响力的一步。</p><p style=\"text-align: justify;\">与此同时，AI热潮导致台积电先进产能持续紧张，也促使大型科技公司开始寻求更多供应来源。市场一直猜测苹果可能会在部分产品上增加第二供应商，以降低对台积电的依赖。</p><p style=\"text-align: justify;\">不过，即便双方最终达成合作，业内普遍预计苹果短期内不太可能将核心A系列或M系列处理器全面转向英特尔，更可能先从部分外围芯片、低端处理器或封装业务开始。</p><h2 id=\"id_866447915\">市场仍在等待苹果和英特尔正式确认</h2><p style=\"text-align: justify;\">截至目前，苹果和英特尔均未正式宣布相关合作细节。</p><p style=\"text-align: justify;\">因此，在特朗普“官宣”之后，市场焦点已从“是否会合作”，转向更关键的问题：<strong>双方是否已经签署正式协议，以及苹果究竟会将哪些芯片交由英特尔制造。</strong></p><p style=\"text-align: justify;\">在获得更多官方确认之前，这场被特朗普提前曝光的潜在合作，仍存在不少悬念。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普歪曲事实？美媒曝英特尔高管对苹果达成合作消息感到意外</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普歪曲事实？美媒曝英特尔高管对苹果达成合作消息感到意外\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-19 06:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>据报道，苹果与英特尔围绕美国本土芯片制造的讨论已持续数月，目前尚不清楚谈判是否已经达成正式协议。</p></blockquote><p style=\"text-align: justify;\">特朗普一句苹果与英特尔合作生产芯片的帖子引爆英特尔股价。但最新消息显示，就连英特尔内部高管也对总统的表态感到吃惊。</p><p style=\"text-align: justify;\">美国总统特朗普的一则社交媒体帖子，引发市场对英特尔晶圆代工业务迎来重大突破的乐观情绪。特朗普周四表示，苹果已经同意与英特尔合作，在美国设计和生产芯片，此举将有助于强化美国半导体供应链，也为英特尔带来急需的大客户支持。</p><p style=\"text-align: justify;\">上述利好消息推动英特尔股价大涨。不过，特朗普发帖后，美国新闻网站Semafor援引知情人士报道称，苹果与英特尔确实已就美国本土制造合作进行了数月磋商，但交易状态目前无法确认，更令外界意外的是，部分英特尔高管此前并不知道特朗普将发布这一消息，对他的表态感到吃惊。</p><h2 id=\"id_2171598327\">特朗普突然“官宣”，市场迅速点燃英特尔行情</h2><p style=\"text-align: justify;\">当地时间周四稍早，特朗普在旗下社交媒体发文称：“苹果已同意与英特尔合作，在美国设计和制造芯片。”</p><p style=\"text-align: justify;\">特朗普还表示，这项合作将帮助美国重新夺回半导体制造领导地位，并强调芯片必须在美国本土生产。</p><p style=\"text-align: justify;\">特朗普发帖后，英特尔股价周四跳空高开8.8%，即使传出Semafor的报道也未受影响，收涨逾10%，助推芯片股总体大涨。费城半导体指数一度涨逾6%、创盘中历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e58ef290fcf4ea5de3f002496dc4c2a0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">英特尔与苹果达成芯片产品合作的消息迅速引发市场热议。投资者认为，如果苹果成为英特尔代工客户，将意味着英特尔Foundry业务获得迄今最具分量的背书。</p><p style=\"text-align: justify;\">近年来，苹果的A系列和M系列芯片主要由台积电代工。对于仍在努力追赶台积电、三星的英特尔而言，若能获得苹果订单，无疑将显著提升其先进制程业务的信誉。</p><h2 id=\"id_3528518769\">双方接触已持续数月，但正式协议仍存疑问</h2><p style=\"text-align: justify;\">不过，据Semafor援引知情人士报道，苹果与英特尔围绕在美国制造部分芯片的讨论其实已经持续数月。消息人士并未透露双方是否已经签署最终协议，也没有说明涉及哪些芯片产品。</p><p style=\"text-align: justify;\">该报道称，一些英特尔高管此前并未获悉特朗普将公开宣布这一合作，因此对特朗普的表态感到意外。</p><p style=\"text-align: justify;\">周四美股盘前，Semafor记者Rohan Goswami在社交媒体上表示：“消息人士称，英特尔和苹果围绕美国制造已经讨论了数月。目前尚不清楚这些谈判进展到了哪一步。英特尔高管对（特朗普）总统的帖子感到意外。”</p><p style=\"text-align: justify;\">这意味着，特朗普的帖子可能早于企业正式披露流程，也可能只是基于双方已有接触而作出的公开表态。</p><h2 id=\"id_3981618949\">英特尔代工业务急需“苹果级客户”</h2><p style=\"text-align: justify;\">对于英特尔而言，获得苹果订单具有象征意义。</p><p style=\"text-align: justify;\">自陈立武担任CEO以来，英特尔一直试图推动公司代工业务Intel Foundry转型，希望将自身打造为美版台积电。特朗普政府也持续将英特尔视为重振美国先进制造业的重要支柱。</p><p style=\"text-align: justify;\">此前已有报道称，英伟达、特斯拉等公司正探索使用英特尔先进制程，而苹果的加入则被视为最具影响力的一步。</p><p style=\"text-align: justify;\">与此同时，AI热潮导致台积电先进产能持续紧张，也促使大型科技公司开始寻求更多供应来源。市场一直猜测苹果可能会在部分产品上增加第二供应商，以降低对台积电的依赖。</p><p style=\"text-align: justify;\">不过，即便双方最终达成合作，业内普遍预计苹果短期内不太可能将核心A系列或M系列处理器全面转向英特尔，更可能先从部分外围芯片、低端处理器或封装业务开始。</p><h2 id=\"id_866447915\">市场仍在等待苹果和英特尔正式确认</h2><p style=\"text-align: justify;\">截至目前，苹果和英特尔均未正式宣布相关合作细节。</p><p style=\"text-align: justify;\">因此，在特朗普“官宣”之后，市场焦点已从“是否会合作”，转向更关键的问题：<strong>双方是否已经签署正式协议，以及苹果究竟会将哪些芯片交由英特尔制造。</strong></p><p style=\"text-align: justify;\">在获得更多官方确认之前，这场被特朗普提前曝光的潜在合作，仍存在不少悬念。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah 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ACC"},"source_url":"https://wallstreetcn.com/articles/3775051","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2644338130","content_text":"据报道，苹果与英特尔围绕美国本土芯片制造的讨论已持续数月，目前尚不清楚谈判是否已经达成正式协议。特朗普一句苹果与英特尔合作生产芯片的帖子引爆英特尔股价。但最新消息显示，就连英特尔内部高管也对总统的表态感到吃惊。美国总统特朗普的一则社交媒体帖子，引发市场对英特尔晶圆代工业务迎来重大突破的乐观情绪。特朗普周四表示，苹果已经同意与英特尔合作，在美国设计和生产芯片，此举将有助于强化美国半导体供应链，也为英特尔带来急需的大客户支持。上述利好消息推动英特尔股价大涨。不过，特朗普发帖后，美国新闻网站Semafor援引知情人士报道称，苹果与英特尔确实已就美国本土制造合作进行了数月磋商，但交易状态目前无法确认，更令外界意外的是，部分英特尔高管此前并不知道特朗普将发布这一消息，对他的表态感到吃惊。特朗普突然“官宣”，市场迅速点燃英特尔行情当地时间周四稍早，特朗普在旗下社交媒体发文称：“苹果已同意与英特尔合作，在美国设计和制造芯片。”特朗普还表示，这项合作将帮助美国重新夺回半导体制造领导地位，并强调芯片必须在美国本土生产。特朗普发帖后，英特尔股价周四跳空高开8.8%，即使传出Semafor的报道也未受影响，收涨逾10%，助推芯片股总体大涨。费城半导体指数一度涨逾6%、创盘中历史新高。英特尔与苹果达成芯片产品合作的消息迅速引发市场热议。投资者认为，如果苹果成为英特尔代工客户，将意味着英特尔Foundry业务获得迄今最具分量的背书。近年来，苹果的A系列和M系列芯片主要由台积电代工。对于仍在努力追赶台积电、三星的英特尔而言，若能获得苹果订单，无疑将显著提升其先进制程业务的信誉。双方接触已持续数月，但正式协议仍存疑问不过，据Semafor援引知情人士报道，苹果与英特尔围绕在美国制造部分芯片的讨论其实已经持续数月。消息人士并未透露双方是否已经签署最终协议，也没有说明涉及哪些芯片产品。该报道称，一些英特尔高管此前并未获悉特朗普将公开宣布这一合作，因此对特朗普的表态感到意外。周四美股盘前，Semafor记者Rohan Goswami在社交媒体上表示：“消息人士称，英特尔和苹果围绕美国制造已经讨论了数月。目前尚不清楚这些谈判进展到了哪一步。英特尔高管对（特朗普）总统的帖子感到意外。”这意味着，特朗普的帖子可能早于企业正式披露流程，也可能只是基于双方已有接触而作出的公开表态。英特尔代工业务急需“苹果级客户”对于英特尔而言，获得苹果订单具有象征意义。自陈立武担任CEO以来，英特尔一直试图推动公司代工业务Intel Foundry转型，希望将自身打造为美版台积电。特朗普政府也持续将英特尔视为重振美国先进制造业的重要支柱。此前已有报道称，英伟达、特斯拉等公司正探索使用英特尔先进制程，而苹果的加入则被视为最具影响力的一步。与此同时，AI热潮导致台积电先进产能持续紧张，也促使大型科技公司开始寻求更多供应来源。市场一直猜测苹果可能会在部分产品上增加第二供应商，以降低对台积电的依赖。不过，即便双方最终达成合作，业内普遍预计苹果短期内不太可能将核心A系列或M系列处理器全面转向英特尔，更可能先从部分外围芯片、低端处理器或封装业务开始。市场仍在等待苹果和英特尔正式确认截至目前，苹果和英特尔均未正式宣布相关合作细节。因此，在特朗普“官宣”之后，市场焦点已从“是否会合作”，转向更关键的问题：双方是否已经签署正式协议，以及苹果究竟会将哪些芯片交由英特尔制造。在获得更多官方确认之前，这场被特朗普提前曝光的潜在合作，仍存在不少悬念。","news_type":1,"symbols_score_info":{"AAPW":0.6,"INTC":1.96,"AAPX":0.6,"AAPL":1.93,"AAPB":0.6,"AAPY":0.6,"AAPD":0.6,"INTW":0.6,"AAPU":0.6,"APLY":0.6,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576607477019544,"gmtCreate":1781796861306,"gmtModify":1781796993357,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a 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特朗普真会炒股票，一箭三雕啊，拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌，一箭四雕。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576607477019544","isVote":1,"tweetType":1,"viewCount":6774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576581004629288,"gmtCreate":1781790332667,"gmtModify":1781791913967,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"特朗普真会炒股票，一箭三雕啊，拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX下跌，一箭四雕。","listText":"特朗普真会炒股票，一箭三雕啊，拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX下跌，一箭四雕。","text":"特朗普真会炒股票，一箭三雕啊，拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX下跌，一箭四雕。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576581004629288","repostId":"1118885505","repostType":4,"repost":{"id":"1118885505","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1781789864,"share":"https://www.laohunote.com/m/news/1118885505?lang=zh_CN&edition=full","pubTime":"2026-06-18 21:37","market":"us","language":"zh","title":"美股异动｜英特尔开盘涨超10%创新高，特朗普官宣苹果联手在美造芯","url":"https://stock-news.laohu8.com/highlight/detail?id=1118885505","media":"老虎资讯综合","summary":"受美伊签署谅解备忘录提振市场情绪。英特尔开盘大涨超10%，股价创历史新高。","content":"<html><head></head><body><p style=\"text-align: left;\">受美伊签署谅解备忘录提振，美股三大指数周四集体高开。 <a href=\"https://laohu8.com/S/INTC\">英特尔</a>成为开盘阶段最耀眼的明星，股价大涨超10%创下历史新高。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bd893f4edddb6a04da8c3e92c1957c39\" data-align=\"center\" tg-width=\"702\" tg-height=\"168\"/><span></span></p><p style=\"text-align: left;\"></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">受美伊签署谅解备忘录提振，美股三大指数周四集体高开。 <a href=\"https://laohu8.com/S/INTC\">英特尔</a>成为开盘阶段最耀眼的明星，股价大涨超10%创下历史新高。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bd893f4edddb6a04da8c3e92c1957c39\" data-align=\"center\" tg-width=\"702\" tg-height=\"168\"/><span></span></p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/16c8dc32211418f9d7727a5f16195857","relate_stocks":{"LINT":"Direxion Daily INTC Bull 2X ETF","INTW":"2倍做多INTC ETF-GraniteShares","INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118885505","content_text":"受美伊签署谅解备忘录提振，美股三大指数周四集体高开。 英特尔成为开盘阶段最耀眼的明星，股价大涨超10%创下历史新高。","news_type":1,"symbols_score_info":{"INTC":2,"LINT":0.6,"INTW":0.6}},"isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576578838119616,"gmtCreate":1781789802040,"gmtModify":1781791891614,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 特朗普真会炒股票，一箭三雕啊，拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌，一箭四雕。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 特朗普真会炒股票，一箭三雕啊，拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌，一箭四雕。","text":"$英特尔(INTC)$ 特朗普真会炒股票，一箭三雕啊，拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌，一箭四雕。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576578838119616","isVote":1,"tweetType":1,"viewCount":3327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576578266002920,"gmtCreate":1781789667155,"gmtModify":1781789801425,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"特朗普真会炒股票，一箭三雕啊，拉了英特尔带动了苹果和英伟达不愧是大作手啊。","listText":"特朗普真会炒股票，一箭三雕啊，拉了英特尔带动了苹果和英伟达不愧是大作手啊。","text":"特朗普真会炒股票，一箭三雕啊，拉了英特尔带动了苹果和英伟达不愧是大作手啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576578266002920","repostId":"1164114532","repostType":2,"repost":{"id":"1164114532","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1781758855,"share":"https://www.laohunote.com/m/news/1164114532?lang=zh_CN&edition=full","pubTime":"2026-06-18 13:00","market":"us","language":"zh","title":"特朗普：我决定帮助英特尔，因为我们需要在美国设计和制造的芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1164114532","media":"老虎资讯综合","summary":"英特尔夜盘急升超7%。消息面上，美国总统特朗普发文称，我决定帮助英特尔，因为我们需要在美国设计和制造我们的芯片。首先，我们引入了英伟达，他们同意与英特尔合作制造他们的第一层级芯片。其次，马斯克同意建造他的TerraFab，这是全球芯片工厂，与英特尔的技术团队共同设计。最后，苹果公司已同意与英特尔合作，在美国设计和制造其芯片。我们决定帮助英特尔，以换取其10%的股份。","content":"<html><head></head><body><p style=\"text-align: left;\">英特尔夜盘急升超7%。消息面上，美国总统特朗普发文称，我决定帮助英特尔，因为我们需要在美国设计和制造我们的芯片。</p><p style=\"text-align: left;\">首先，我们引入了<strong>英伟达</strong>，他们同意与英特尔合作制造他们的第一层级芯片。其次，马斯克同意建造他的TerraFab，这是全球芯片工厂，与英特尔的技术团队共同设计。最后，<strong>苹果</strong>公司已同意与英特尔合作，在美国设计和制造其芯片。我们决定帮助英特尔，以换取其10%的股份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcdc499e0f642ebc2a0f2d78be29725f\" data-align=\"center\" tg-width=\"526\" tg-height=\"181\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普：我决定帮助英特尔，因为我们需要在美国设计和制造的芯片</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普：我决定帮助英特尔，因为我们需要在美国设计和制造的芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-18 13:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">英特尔夜盘急升超7%。消息面上，美国总统特朗普发文称，我决定帮助英特尔，因为我们需要在美国设计和制造我们的芯片。</p><p style=\"text-align: left;\">首先，我们引入了<strong>英伟达</strong>，他们同意与英特尔合作制造他们的第一层级芯片。其次，马斯克同意建造他的TerraFab，这是全球芯片工厂，与英特尔的技术团队共同设计。最后，<strong>苹果</strong>公司已同意与英特尔合作，在美国设计和制造其芯片。我们决定帮助英特尔，以换取其10%的股份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcdc499e0f642ebc2a0f2d78be29725f\" data-align=\"center\" tg-width=\"526\" tg-height=\"181\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"INTW":"2倍做多INTC ETF-GraniteShares","LINT":"Direxion Daily INTC Bull 2X ETF","04335":"英特尔-T","INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164114532","content_text":"英特尔夜盘急升超7%。消息面上，美国总统特朗普发文称，我决定帮助英特尔，因为我们需要在美国设计和制造我们的芯片。首先，我们引入了英伟达，他们同意与英特尔合作制造他们的第一层级芯片。其次，马斯克同意建造他的TerraFab，这是全球芯片工厂，与英特尔的技术团队共同设计。最后，苹果公司已同意与英特尔合作，在美国设计和制造其芯片。我们决定帮助英特尔，以换取其10%的股份。","news_type":1,"symbols_score_info":{"LINT":0.6,"INTW":0.6,"INTC":2,"04335":2}},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576574044148064,"gmtCreate":1781788620454,"gmtModify":1781789792484,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 特朗普的关系户啊","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 特朗普的关系户啊","text":"$英特尔(INTC)$ 特朗普的关系户啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576574044148064","isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576566196564064,"gmtCreate":1781786803046,"gmtModify":1781788100905,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"特朗普炒股票画K线","listText":"特朗普炒股票画K线","text":"特朗普炒股票画K线","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576566196564064","repostId":"1124785052","repostType":4,"repost":{"id":"1124785052","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1781785414,"share":"https://www.laohunote.com/m/news/1124785052?lang=zh_CN&edition=full","pubTime":"2026-06-18 20:23","market":"hk","language":"zh","title":"美股盘前｜今晚迎来史上最大“四巫日”！英特尔获特朗普发“利好”大涨逾9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1124785052","media":"老虎资讯综合","summary":"在美联储按兵不动并暗示年内仍可能加息的背景下，资金继续追逐成长与科技龙头，场内对AI产业链的高景气预期未见降温。","content":"<html><head></head><body><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\"><strong>截至6月18日，美股三大期指全线反弹。</strong>道琼斯指数期货最新报<strong>52,113点</strong>，上涨<strong>0.33%</strong>；标普500指数期货报<strong>7546点</strong>，涨<strong>0.71%</strong>；纳斯达克100指数期货升至<strong>30432点</strong>，涨幅<strong>1.45%</strong>。在美联储按兵不动并暗示年内仍可能加息的背景下，资金继续追逐成长与科技龙头，场内对AI产业链的高景气预期未见降温。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8fd59571ebeb1ffd2214d0a3103f25e5\" data-align=\"center\" tg-width=\"473\" tg-height=\"112\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动方面：</strong>受“苹果将联手英特尔在美造芯”消息刺激，<strong>英特尔(INTC)盘前劲升9.55%</strong>；存储价格上调预期带动板块普涨，<strong>美光科技(MU)涨4.73%</strong>、<strong>西部数据(WDC)涨6.07%</strong>、<strong>慧荣科技(SIMO)涨5.11%</strong>。AI云服务商<strong>NEBIUS(NBIS)续涨4.52%</strong>，并创历史高位；受短期交易热潮影响，<strong>SpaceX(SPCX)盘前高位波动</strong>，期权与杠杆 ETF 交投再创新纪录。</p><p style=\"text-align: left;\"><strong>中概股方面：</strong>板块分化显著，<strong>阿里巴巴</strong>小幅回落<strong>1.20%</strong>，<strong>小鹏汽车</strong>回吐<strong>2.67%</strong>，而<strong>百度</strong>稳步走高<strong>1.51%</strong>；半导体链条受海外积极预期支撑，<strong>台积电</strong>盘前上涨<strong>1.34%</strong>，<strong>联电</strong>拉升<strong>8.00%</strong>。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>6月18日十年美债收益率下降0.04%，最新收益率为4.46%</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美元兑离岸人民币下降0.0264%，报6.82；美元兑港币上升0.0242%，报7.84</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美元指数上升0.4085%，报100.78</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美原油主连期货下降1.63%，报74.77美元/桶；纽约金主连期货下降2.76%，报4,260.40美元/盎司</strong>。</p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>8.3万亿美元期权即将“核爆”到期!史上最大“三巫日”撞上养老基金再平衡，美股面临系统性头寸重置</strong></p><p style=\"text-align: left;\">Citadel Securities股票及股票衍生品策略主管鲁布纳表示，美股市场正迎来年内最为关键的技术性仓位调整窗口之一。未来两周，市场走势将更多由交易机制驱动，而非基本面因素主导。首个重大技术事件——6月“三巫日”即将登场。 当前期权未平仓合约量已创历史新高，相当于全部上市期权的28%将在当天到期，这将是史上规模最大的期权到期事件。约8.3万亿美元的美国期权敞口将集中出清，较去年12月创下的7.1万亿美元前纪录高出18%。</p><p style=\"text-align: left;\"><strong>Energy Fuels盘前大涨17% 与五角大楼签署7.25亿美元贷款承诺协议</strong></p><p style=\"text-align: left;\">美股稀土概念股Energy Fuels盘前大涨17%。消息面上，美国国防部与Energy Fuels签署7.25亿美元贷款承诺协议。</p><p style=\"text-align: left;\">1. <strong>埃森哲宣布41.8亿美元收购三家网络安全公司并下调全年收入指引</strong>。收购对象包括Dragos控股权及runZero与NetRise的全部股权，合并后每年可新增约2.08亿美元经常性收入；同时公司把全年营收增长上限由5%调低至4%，并给出弱于市场的下一财季预估，引发盘前股价一度跳水。</p><p style=\"text-align: left;\">2. <strong>苹果与英特尔达成在美联合设计与制造芯片协议</strong>。相关合作由美国政府撮合并伴随对英特尔10%股权的国家投资，旨在强化本土半导体供应链并减轻苹果对单一代工厂的依赖；受此利好，英特尔盘前股价大幅攀升。</p><p style=\"text-align: left;\">3. <strong>Nebius全资收购Eigen AI并斥资6.43亿美元</strong>。交易完成后，Nebius将把Eigen AI团队迁入旧金山湾区，打造北美研发中心，进一步增强其Token Factory等AI托管推理产品竞争力。</p><p style=\"text-align: left;\">4. <strong>Rumble斥资收购Northern Data并更名“RUM集团”</strong>。公司将增设人工智能与视频两大事业部，并整合22,000块英伟达H100/H200芯片与250 兆瓦电力资源，管理层预计未来AI云业务将成为主要收入来源。</p><p style=\"text-align: left;\">5. <strong>希捷科技高管集中“卖股缴税”引发市场关注</strong>。公司披露多名核心管理层在限制性股票归属后出售部分股份以履行税务义务，官方强调系常规操作，对基本面无负面影响。</p><p style=\"text-align: left;\">6. <strong>Aletheia Capital发布报告大幅上调DRAM与HBM价格预期</strong>。研究指出内存将在AI硬件价值占比快速提升，预计2026年三季度DRAM均价将较当前再升30%，刺激西部数据、美光等存储股盘前集体上涨。</p><p style=\"text-align: left;\">7. <strong>摩根大通上调全球半导体设备市场三年增速预估</strong>。该行预计2026–2028年晶圆厂设备支出连续保持双位数增长，反映云计算与AI基础设施投资加速向上游设备厂商外溢并提振资本开支。</p><p style=\"text-align: left;\">8. <strong>美联储维持联邦基金利率区间在3.5%–3.75%并上修长期利率预测</strong>。最新经济预测显示年内仍存在加息可能，主席发出继续遏制通胀的信号，引发短端美债收益率上行并带动市场对10月加息的预期升温。</p><p style=\"text-align: left;\">9. <strong>高盛副董事长卡普兰警告若通胀顽固美联储或在秋季再次加息</strong>。他称若未来数据无明显降温，9月开始连升利率将是更合理的选择，并提示市场需做好连续行动准备。</p><p style=\"text-align: left;\">10. <strong>英国央行以7比2投票维持基准利率在3.75%</strong>。委员会指出英国经济在上半年保持约0.2%季度增速，决策层认为当前政策立场仍适宜对抗通胀压力，同时暗示后续将依数据决定政策方向。</p><p style=\"text-align: left;\">资料来源：公开市场数据</p><p style=\"text-align: left;\">免责声明：本内容仅供参考，不构成任何投资建议</p><p style=\"text-align: left;\"></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股盘前｜今晚迎来史上最大“四巫日”！英特尔获特朗普发“利好”大涨逾9%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股盘前｜今晚迎来史上最大“四巫日”！英特尔获特朗普发“利好”大涨逾9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-18 20:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\"><strong>截至6月18日，美股三大期指全线反弹。</strong>道琼斯指数期货最新报<strong>52,113点</strong>，上涨<strong>0.33%</strong>；标普500指数期货报<strong>7546点</strong>，涨<strong>0.71%</strong>；纳斯达克100指数期货升至<strong>30432点</strong>，涨幅<strong>1.45%</strong>。在美联储按兵不动并暗示年内仍可能加息的背景下，资金继续追逐成长与科技龙头，场内对AI产业链的高景气预期未见降温。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8fd59571ebeb1ffd2214d0a3103f25e5\" data-align=\"center\" tg-width=\"473\" tg-height=\"112\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动方面：</strong>受“苹果将联手英特尔在美造芯”消息刺激，<strong>英特尔(INTC)盘前劲升9.55%</strong>；存储价格上调预期带动板块普涨，<strong>美光科技(MU)涨4.73%</strong>、<strong>西部数据(WDC)涨6.07%</strong>、<strong>慧荣科技(SIMO)涨5.11%</strong>。AI云服务商<strong>NEBIUS(NBIS)续涨4.52%</strong>，并创历史高位；受短期交易热潮影响，<strong>SpaceX(SPCX)盘前高位波动</strong>，期权与杠杆 ETF 交投再创新纪录。</p><p style=\"text-align: left;\"><strong>中概股方面：</strong>板块分化显著，<strong>阿里巴巴</strong>小幅回落<strong>1.20%</strong>，<strong>小鹏汽车</strong>回吐<strong>2.67%</strong>，而<strong>百度</strong>稳步走高<strong>1.51%</strong>；半导体链条受海外积极预期支撑，<strong>台积电</strong>盘前上涨<strong>1.34%</strong>，<strong>联电</strong>拉升<strong>8.00%</strong>。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>6月18日十年美债收益率下降0.04%，最新收益率为4.46%</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美元兑离岸人民币下降0.0264%，报6.82；美元兑港币上升0.0242%，报7.84</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美元指数上升0.4085%，报100.78</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美原油主连期货下降1.63%，报74.77美元/桶；纽约金主连期货下降2.76%，报4,260.40美元/盎司</strong>。</p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>8.3万亿美元期权即将“核爆”到期!史上最大“三巫日”撞上养老基金再平衡，美股面临系统性头寸重置</strong></p><p style=\"text-align: left;\">Citadel Securities股票及股票衍生品策略主管鲁布纳表示，美股市场正迎来年内最为关键的技术性仓位调整窗口之一。未来两周，市场走势将更多由交易机制驱动，而非基本面因素主导。首个重大技术事件——6月“三巫日”即将登场。 当前期权未平仓合约量已创历史新高，相当于全部上市期权的28%将在当天到期，这将是史上规模最大的期权到期事件。约8.3万亿美元的美国期权敞口将集中出清，较去年12月创下的7.1万亿美元前纪录高出18%。</p><p style=\"text-align: left;\"><strong>Energy Fuels盘前大涨17% 与五角大楼签署7.25亿美元贷款承诺协议</strong></p><p style=\"text-align: left;\">美股稀土概念股Energy Fuels盘前大涨17%。消息面上，美国国防部与Energy Fuels签署7.25亿美元贷款承诺协议。</p><p style=\"text-align: left;\">1. <strong>埃森哲宣布41.8亿美元收购三家网络安全公司并下调全年收入指引</strong>。收购对象包括Dragos控股权及runZero与NetRise的全部股权，合并后每年可新增约2.08亿美元经常性收入；同时公司把全年营收增长上限由5%调低至4%，并给出弱于市场的下一财季预估，引发盘前股价一度跳水。</p><p style=\"text-align: left;\">2. <strong>苹果与英特尔达成在美联合设计与制造芯片协议</strong>。相关合作由美国政府撮合并伴随对英特尔10%股权的国家投资，旨在强化本土半导体供应链并减轻苹果对单一代工厂的依赖；受此利好，英特尔盘前股价大幅攀升。</p><p style=\"text-align: left;\">3. <strong>Nebius全资收购Eigen AI并斥资6.43亿美元</strong>。交易完成后，Nebius将把Eigen AI团队迁入旧金山湾区，打造北美研发中心，进一步增强其Token Factory等AI托管推理产品竞争力。</p><p style=\"text-align: left;\">4. <strong>Rumble斥资收购Northern Data并更名“RUM集团”</strong>。公司将增设人工智能与视频两大事业部，并整合22,000块英伟达H100/H200芯片与250 兆瓦电力资源，管理层预计未来AI云业务将成为主要收入来源。</p><p style=\"text-align: left;\">5. <strong>希捷科技高管集中“卖股缴税”引发市场关注</strong>。公司披露多名核心管理层在限制性股票归属后出售部分股份以履行税务义务，官方强调系常规操作，对基本面无负面影响。</p><p style=\"text-align: left;\">6. <strong>Aletheia Capital发布报告大幅上调DRAM与HBM价格预期</strong>。研究指出内存将在AI硬件价值占比快速提升，预计2026年三季度DRAM均价将较当前再升30%，刺激西部数据、美光等存储股盘前集体上涨。</p><p style=\"text-align: left;\">7. <strong>摩根大通上调全球半导体设备市场三年增速预估</strong>。该行预计2026–2028年晶圆厂设备支出连续保持双位数增长，反映云计算与AI基础设施投资加速向上游设备厂商外溢并提振资本开支。</p><p style=\"text-align: left;\">8. <strong>美联储维持联邦基金利率区间在3.5%–3.75%并上修长期利率预测</strong>。最新经济预测显示年内仍存在加息可能，主席发出继续遏制通胀的信号，引发短端美债收益率上行并带动市场对10月加息的预期升温。</p><p style=\"text-align: left;\">9. <strong>高盛副董事长卡普兰警告若通胀顽固美联储或在秋季再次加息</strong>。他称若未来数据无明显降温，9月开始连升利率将是更合理的选择，并提示市场需做好连续行动准备。</p><p style=\"text-align: left;\">10. <strong>英国央行以7比2投票维持基准利率在3.75%</strong>。委员会指出英国经济在上半年保持约0.2%季度增速，决策层认为当前政策立场仍适宜对抗通胀压力，同时暗示后续将依数据决定政策方向。</p><p style=\"text-align: left;\">资料来源：公开市场数据</p><p style=\"text-align: left;\">免责声明：本内容仅供参考，不构成任何投资建议</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"DOG":"道指ETF-ProShares做空","SPXL":"三倍做多标普500ETF-Direxion","UVIX":"2倍做多恐慌指数期货ETF","SDS":"两倍做空标普500 ETF-ProShares","SVIX":"1倍做空短期期货恐慌指数ETF","SH":"做空标普500-Proshares","DIA":"道琼斯ETF","UPRO":"三倍做多标普500ETF-ProShares","VOO":"Vanguard标普500ETF","UVXY":"1.5倍做多短期期货恐慌指数ETF-Proshares","UDOW":"三倍做多道指30ETF-ProShares","TQQQ":"纳指三倍做多ETF","SPYH":"Neos S&P 500 Hedged Equity Income ETF","SQQQ":"纳指三倍做空ETF","SPXS":"三倍做空标普500ETF-Direxion","VXX":"短期VIX期货ETN","SVXY":"做空波动率指数短期期货ETF-ProShares","SPYM":"投资组合标普500指数ETF-SPDR","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","YSPY":"GraniteShares YieldBOOST SPY ETF","DDM":"2倍做多道指ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","HIBL":"Direxion Daily S&P 500 High Beta 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交投再创新纪录。中概股方面：板块分化显著，阿里巴巴小幅回落1.20%，小鹏汽车回吐2.67%，而百度稳步走高1.51%；半导体链条受海外积极预期支撑，台积电盘前上涨1.34%，联电拉升8.00%。02 其他市场6月18日十年美债收益率下降0.04%，最新收益率为4.46%。6月18日美元兑离岸人民币下降0.0264%，报6.82；美元兑港币上升0.0242%，报7.84。6月18日美元指数上升0.4085%，报100.78。6月18日美原油主连期货下降1.63%，报74.77美元/桶；纽约金主连期货下降2.76%，报4,260.40美元/盎司。03 要闻8.3万亿美元期权即将“核爆”到期!史上最大“三巫日”撞上养老基金再平衡，美股面临系统性头寸重置Citadel Securities股票及股票衍生品策略主管鲁布纳表示，美股市场正迎来年内最为关键的技术性仓位调整窗口之一。未来两周，市场走势将更多由交易机制驱动，而非基本面因素主导。首个重大技术事件——6月“三巫日”即将登场。 当前期权未平仓合约量已创历史新高，相当于全部上市期权的28%将在当天到期，这将是史上规模最大的期权到期事件。约8.3万亿美元的美国期权敞口将集中出清，较去年12月创下的7.1万亿美元前纪录高出18%。Energy Fuels盘前大涨17% 与五角大楼签署7.25亿美元贷款承诺协议美股稀土概念股Energy Fuels盘前大涨17%。消息面上，美国国防部与Energy Fuels签署7.25亿美元贷款承诺协议。1. 埃森哲宣布41.8亿美元收购三家网络安全公司并下调全年收入指引。收购对象包括Dragos控股权及runZero与NetRise的全部股权，合并后每年可新增约2.08亿美元经常性收入；同时公司把全年营收增长上限由5%调低至4%，并给出弱于市场的下一财季预估，引发盘前股价一度跳水。2. 苹果与英特尔达成在美联合设计与制造芯片协议。相关合作由美国政府撮合并伴随对英特尔10%股权的国家投资，旨在强化本土半导体供应链并减轻苹果对单一代工厂的依赖；受此利好，英特尔盘前股价大幅攀升。3. Nebius全资收购Eigen AI并斥资6.43亿美元。交易完成后，Nebius将把Eigen AI团队迁入旧金山湾区，打造北美研发中心，进一步增强其Token Factory等AI托管推理产品竞争力。4. Rumble斥资收购Northern Data并更名“RUM集团”。公司将增设人工智能与视频两大事业部，并整合22,000块英伟达H100/H200芯片与250 兆瓦电力资源，管理层预计未来AI云业务将成为主要收入来源。5. 希捷科技高管集中“卖股缴税”引发市场关注。公司披露多名核心管理层在限制性股票归属后出售部分股份以履行税务义务，官方强调系常规操作，对基本面无负面影响。6. Aletheia Capital发布报告大幅上调DRAM与HBM价格预期。研究指出内存将在AI硬件价值占比快速提升，预计2026年三季度DRAM均价将较当前再升30%，刺激西部数据、美光等存储股盘前集体上涨。7. 摩根大通上调全球半导体设备市场三年增速预估。该行预计2026–2028年晶圆厂设备支出连续保持双位数增长，反映云计算与AI基础设施投资加速向上游设备厂商外溢并提振资本开支。8. 美联储维持联邦基金利率区间在3.5%–3.75%并上修长期利率预测。最新经济预测显示年内仍存在加息可能，主席发出继续遏制通胀的信号，引发短端美债收益率上行并带动市场对10月加息的预期升温。9. 高盛副董事长卡普兰警告若通胀顽固美联储或在秋季再次加息。他称若未来数据无明显降温，9月开始连升利率将是更合理的选择，并提示市场需做好连续行动准备。10. 英国央行以7比2投票维持基准利率在3.75%。委员会指出英国经济在上半年保持约0.2%季度增速，决策层认为当前政策立场仍适宜对抗通胀压力，同时暗示后续将依数据决定政策方向。资料来源：公开市场数据免责声明：本内容仅供参考，不构成任何投资建议","news_type":1,"symbols_score_info":{"SH":0.6,"HIBL":0.6,"IVV":0.6,"SPYM":0.6,"DIA":0.6,"SPUU":0.6,"SPXU":0.6,"UPRO":0.6,"VXX":2,"ESmain":1,"SDOW":0.6,"UDOW":0.6,"DDM":0.6,".DJI":2,"DXD":0.6,"NQmain":1,"SSO":0.6,"VIXY":2,"SPY":0.6,"SPYQ":0.6,"YMmain":1,"SVXY":0.6,"SPYU":0.6,"VOO":0.6,".SPX":2,"SPXL":0.6,"VIXmain":2,"VIX":2,"MMAX":0.6,"DOG":0.6,"SMAX":0.6,"QQQ":2,"UVXY":0.6,"UVIX":0.6,"SPXS":0.6,".IXIC":2,"SPDN":0.6,"DMAX":0.6,"SDS":0.6,"TQQQ":2,"SPYH":0.6,"SVIX":0.6,"YSPY":0.6,"SQQQ":2}},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576539720751112,"gmtCreate":1781780317481,"gmtModify":1781781214577,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"扩产至少三年，那时候黄花菜都凉透了","listText":"扩产至少三年，那时候黄花菜都凉透了","text":"扩产至少三年，那时候黄花菜都凉透了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576539720751112","repostId":"2644170114","repostType":2,"repost":{"id":"2644170114","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1781777860,"share":"https://www.laohunote.com/m/news/2644170114?lang=zh_CN&edition=full","pubTime":"2026-06-18 18:17","market":"us","language":"zh","title":"半导体扩产全面提速，晶圆设备周期迎来重估！","url":"https://stock-news.laohu8.com/highlight/detail?id=2644170114","media":"华尔街见闻","summary":"摩根大通报告指出，全球半导体正从“AI芯片牛市”迈向覆盖晶圆厂、存储、先进封装及设备供应商的“扩产牛市”。报告大幅上修晶圆厂设备市场预期，预计2026至2028年市场规模将从1588亿美元增至2373亿美元，连续三年保持双位数增长。核心驱动来自云厂商资本开支激增及存储行业扩产提速。","content":"<html><head></head><body><p>人工智能驱动的全球算力竞赛正进入新阶段，而受益范围已不再局限于GPU厂商。</p>\n<p>据追风交易台，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>最新半导体行业报告指出，在云计算巨头持续加码AI基础设施、存储行业进入新一轮景气周期、先进制程供给持续紧张的共同推动下，<strong>全球半导体资本开支迎来全面上修</strong>。</p>\n<p>作为反映产业扩张意愿的前瞻性指标，<strong>晶圆厂设备（WFE）市场增长预期大幅提升</strong>，未来三年有望连续保持双位数增长。具体来看，报告将2026年全球WFE市场增速预测从21%上调至28%，2027年从18%上调至29%，并首次预计2028年仍将实现16%的增长。</p>\n<p>如果说过去两年市场交易的是“AI芯片牛市”，那么摩根大通认为，未来几年市场或将进入覆盖晶圆厂、存储、先进封装和设备供应商的“半导体扩产牛市”。</p>\n<h2>AI需求持续外溢，设备市场预期再度上修</h2>\n<p>摩根大通预计，全球晶圆厂设备市场规模将从2025年的1245亿美元增长至2026年的1588亿美元、2027年的2050亿美元，并在2028年进一步升至2373亿美元。</p>\n<p><strong>推动预测上修的核心因素来自存储和先进制程领域。</strong>报告指出，过去市场曾担忧洁净室不足会成为2026年扩产的主要瓶颈，但随着晶圆厂通过优化现有厂房利用率以及提前布局新产能，这一限制正在逐步缓解。</p>\n<p>与此同时，<strong>全球半导体需求依然保持强劲。</strong>数据显示，2026年4月全球半导体销售额同比增长106%，创下自1994年以来最强增长纪录。其中，DRAM和NAND价格大幅上涨是主要推动力，即便剔除存储芯片因素，行业收入增速仍达到33%。</p>\n<h2>AI资本开支继续狂奔</h2>\n<p><strong>本轮行业预期上修的根本动因，在于科技巨头“近乎失控”的AI投资热潮。</strong></p>\n<p>摩根大通预计，美国四大云服务商Google、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、Microsoft和<a href=\"https://laohu8.com/S/META\">Meta</a>，2026年资本开支将同比增长80%，高于此前63%的预测；2027年仍将保持50%增速。按金额计，四家公司资本开支总额2026年将突破5750亿美元，2027年进一步升至8600亿美元，两年新增投资超5000亿美元。</p>\n<p><strong>更重要的是，AI投资结构正在转变。</strong>过去几年资金多流向GPU和AI加速器，而随着AI应用从训练转向推理，内存、网络、CPU、ASIC及先进封装的重要性快速提升。摩根预计，云厂商资本开支中存储占比将从过去的个位数至15%，大幅提升至2026年的约50%。</p>\n<p>这意味着，<strong>未来新增投资将从GPU集群开始向整个半导体产业链扩散。</strong></p>\n<h2>存储扩产提速，DRAM驱动设备市场增长</h2>\n<p><strong>本轮资本开支周期中，存储行业正重新成为扩产的核心方向。</strong></p>\n<p>报告指出，未来三年全球存储产业资本开支总额将达4500亿美元，较此前3000亿美元的水平显著上修。其中，DRAM投资规模预计为3640亿美元，占据绝对主导。</p>\n<p>在需求端，AI服务器对HBM及高性能内存的需求持续攀升；在供给端，EUV设备供给及基础设施建设进度构成产能释放的硬约束。供需错配之下，行业紧平衡格局有望长期延续。</p>\n<p>报告预计，2026年DRAM行业资本开支将同比增长54%，2027年再增37%，<strong>成为推动设备市场增长的最主要的动力之一</strong>。</p>\n</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>半导体扩产全面提速，晶圆设备周期迎来重估！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n半导体扩产全面提速，晶圆设备周期迎来重估！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-18 18:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>人工智能驱动的全球算力竞赛正进入新阶段，而受益范围已不再局限于GPU厂商。</p>\n<p>据追风交易台，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>最新半导体行业报告指出，在云计算巨头持续加码AI基础设施、存储行业进入新一轮景气周期、先进制程供给持续紧张的共同推动下，<strong>全球半导体资本开支迎来全面上修</strong>。</p>\n<p>作为反映产业扩张意愿的前瞻性指标，<strong>晶圆厂设备（WFE）市场增长预期大幅提升</strong>，未来三年有望连续保持双位数增长。具体来看，报告将2026年全球WFE市场增速预测从21%上调至28%，2027年从18%上调至29%，并首次预计2028年仍将实现16%的增长。</p>\n<p>如果说过去两年市场交易的是“AI芯片牛市”，那么摩根大通认为，未来几年市场或将进入覆盖晶圆厂、存储、先进封装和设备供应商的“半导体扩产牛市”。</p>\n<h2>AI需求持续外溢，设备市场预期再度上修</h2>\n<p>摩根大通预计，全球晶圆厂设备市场规模将从2025年的1245亿美元增长至2026年的1588亿美元、2027年的2050亿美元，并在2028年进一步升至2373亿美元。</p>\n<p><strong>推动预测上修的核心因素来自存储和先进制程领域。</strong>报告指出，过去市场曾担忧洁净室不足会成为2026年扩产的主要瓶颈，但随着晶圆厂通过优化现有厂房利用率以及提前布局新产能，这一限制正在逐步缓解。</p>\n<p>与此同时，<strong>全球半导体需求依然保持强劲。</strong>数据显示，2026年4月全球半导体销售额同比增长106%，创下自1994年以来最强增长纪录。其中，DRAM和NAND价格大幅上涨是主要推动力，即便剔除存储芯片因素，行业收入增速仍达到33%。</p>\n<h2>AI资本开支继续狂奔</h2>\n<p><strong>本轮行业预期上修的根本动因，在于科技巨头“近乎失控”的AI投资热潮。</strong></p>\n<p>摩根大通预计，美国四大云服务商Google、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、Microsoft和<a href=\"https://laohu8.com/S/META\">Meta</a>，2026年资本开支将同比增长80%，高于此前63%的预测；2027年仍将保持50%增速。按金额计，四家公司资本开支总额2026年将突破5750亿美元，2027年进一步升至8600亿美元，两年新增投资超5000亿美元。</p>\n<p><strong>更重要的是，AI投资结构正在转变。</strong>过去几年资金多流向GPU和AI加速器，而随着AI应用从训练转向推理，内存、网络、CPU、ASIC及先进封装的重要性快速提升。摩根预计，云厂商资本开支中存储占比将从过去的个位数至15%，大幅提升至2026年的约50%。</p>\n<p>这意味着，<strong>未来新增投资将从GPU集群开始向整个半导体产业链扩散。</strong></p>\n<h2>存储扩产提速，DRAM驱动设备市场增长</h2>\n<p><strong>本轮资本开支周期中，存储行业正重新成为扩产的核心方向。</strong></p>\n<p>报告指出，未来三年全球存储产业资本开支总额将达4500亿美元，较此前3000亿美元的水平显著上修。其中，DRAM投资规模预计为3640亿美元，占据绝对主导。</p>\n<p>在需求端，AI服务器对HBM及高性能内存的需求持续攀升；在供给端，EUV设备供给及基础设施建设进度构成产能释放的硬约束。供需错配之下，行业紧平衡格局有望长期延续。</p>\n<p>报告预计，2026年DRAM行业资本开支将同比增长54%，2027年再增37%，<strong>成为推动设备市场增长的最主要的动力之一</strong>。</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"NVDG":"2倍做多NVDA ETF- Leverage Shares","QRVO":"Qorvo, Inc.","SMYY":"GraniteShares YieldBOOST SMCI ETF","NVDL":"2倍做多NVDA 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Shares"},"source_url":"https://wallstreetcn.com/articles/3775012","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2644170114","content_text":"人工智能驱动的全球算力竞赛正进入新阶段，而受益范围已不再局限于GPU厂商。\n据追风交易台，摩根大通最新半导体行业报告指出，在云计算巨头持续加码AI基础设施、存储行业进入新一轮景气周期、先进制程供给持续紧张的共同推动下，全球半导体资本开支迎来全面上修。\n作为反映产业扩张意愿的前瞻性指标，晶圆厂设备（WFE）市场增长预期大幅提升，未来三年有望连续保持双位数增长。具体来看，报告将2026年全球WFE市场增速预测从21%上调至28%，2027年从18%上调至29%，并首次预计2028年仍将实现16%的增长。\n如果说过去两年市场交易的是“AI芯片牛市”，那么摩根大通认为，未来几年市场或将进入覆盖晶圆厂、存储、先进封装和设备供应商的“半导体扩产牛市”。\nAI需求持续外溢，设备市场预期再度上修\n摩根大通预计，全球晶圆厂设备市场规模将从2025年的1245亿美元增长至2026年的1588亿美元、2027年的2050亿美元，并在2028年进一步升至2373亿美元。\n推动预测上修的核心因素来自存储和先进制程领域。报告指出，过去市场曾担忧洁净室不足会成为2026年扩产的主要瓶颈，但随着晶圆厂通过优化现有厂房利用率以及提前布局新产能，这一限制正在逐步缓解。\n与此同时，全球半导体需求依然保持强劲。数据显示，2026年4月全球半导体销售额同比增长106%，创下自1994年以来最强增长纪录。其中，DRAM和NAND价格大幅上涨是主要推动力，即便剔除存储芯片因素，行业收入增速仍达到33%。\nAI资本开支继续狂奔\n本轮行业预期上修的根本动因，在于科技巨头“近乎失控”的AI投资热潮。\n摩根大通预计，美国四大云服务商Google、Amazon、Microsoft和Meta，2026年资本开支将同比增长80%，高于此前63%的预测；2027年仍将保持50%增速。按金额计，四家公司资本开支总额2026年将突破5750亿美元，2027年进一步升至8600亿美元，两年新增投资超5000亿美元。\n更重要的是，AI投资结构正在转变。过去几年资金多流向GPU和AI加速器，而随着AI应用从训练转向推理，内存、网络、CPU、ASIC及先进封装的重要性快速提升。摩根预计，云厂商资本开支中存储占比将从过去的个位数至15%，大幅提升至2026年的约50%。\n这意味着，未来新增投资将从GPU集群开始向整个半导体产业链扩散。\n存储扩产提速，DRAM驱动设备市场增长\n本轮资本开支周期中，存储行业正重新成为扩产的核心方向。\n报告指出，未来三年全球存储产业资本开支总额将达4500亿美元，较此前3000亿美元的水平显著上修。其中，DRAM投资规模预计为3640亿美元，占据绝对主导。\n在需求端，AI服务器对HBM及高性能内存的需求持续攀升；在供给端，EUV设备供给及基础设施建设进度构成产能释放的硬约束。供需错配之下，行业紧平衡格局有望长期延续。\n报告预计，2026年DRAM行业资本开支将同比增长54%，2027年再增37%，成为推动设备市场增长的最主要的动力之一。","news_type":1,"symbols_score_info":{"ASML":2,"NVYY":0.6,"ADI":2,"DIPS":0.6,"CHPY":2,"AVGW":0.6,"STM":2,"ARMU":0.6,"NVII":0.6,"NXPI":2,"QCMD":0.6,"PXLW":2,"SNDK":2,"AMAT":2,"SOXX":2,"AVGX":0.6,"TSMU":0.6,"INTC":2,"TSM":2,"AMD":2,"ARMG":0.6,"NVDG":0.6,"NVDQ":0.6,"NVD":0.6,"NVDO":0.6,"LSCC":2,"SSG":2,"07388":0.6,"AMDW":0.6,"SOX":1.85,"AVS":0.6,"INTW":0.6,"AVGG":0.6,"TSMZ":0.6,"QRVO":2,"SMCC":0.6,"AMDU":0.6,"XSD":2,"MU":2,"AMDG":0.6,"SMCI":2,"QCML":0.6,"SOXQ":2,"AVL":0.6,"UMC":2,"CRDO":2,"SMYY":0.6,"ALAB":2,"SWKS":2,"NVDL":0.6,"ARM":2,"NVTS":2,"ANV":0.6,"MUD":0.6,"HIMX":2,"NVDU":0.6,"KLAG":0.6,"MRVL":2,"NVDS":0.6,"DAMD":0.6,"SNXX":0.6,"LRCU":0.6,"STX":2,"AMYY":0.6,"NVDD":0.6,"SNPX":0.6,"NVDB":0.6,"ASMG":0.6,"AMDD":0.6,"USD":2,"07788":0.6,"MRVU":0.6,"LABX":0.6,"AMBA":2,"LINT":0.6,"SMCL":0.6,"SMCZ":0.6,"TXN":2,"SMH":2,"CRDU":0.6,"SNDU":0.6,"WDC":2,"Q":2,"AMDY":0.6,"SNPS":2,"MUU":0.6,"SOXL":2,"TSMX":0.6,"MULL":0.6,"ON":2,"AVGU":0.6,"MVLL":0.6,"SMCX":0.6,"AMUU":0.6,"QCOM":2,"SMCY":0.6,"AVGO":2,"SMTC":2,"NVDA":2,"UCTT":2,"STSM":0.6,"FTXL":2,"KLAC":2,"GFS":2,"NVDW":0.6,"SOXM":2,"WOLF":2,"SOXS":2,"QCMU":0.6,"AMBQ":2,"TSMY":0.6,"NVDY":0.6,"SMHX":2,"WDCX":0.6,"NVDX":0.6,"ASMU":0.6,"LRCX":2,"AMDL":0.6,"MCHP":2,"TSMG":0.6,"NVTX":0.6,"ARMW":0.6}},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575918610289352,"gmtCreate":1781619007455,"gmtModify":1781619763727,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a 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17:44","market":"us","language":"zh","title":"特朗普：在我卸任之时，美国或将掌控超五成芯片产业","url":"https://stock-news.laohu8.com/highlight/detail?id=2643758086","media":"智通财经","summary":"特朗普：在我卸任之时，美国或将掌控超五成芯片产业。","content":"<html><head></head><body><div>\n<div>\n                  特朗普：在我卸任之时，美国或将掌控超五成芯片产业。                </div>\n</div></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普：在我卸任之时，美国或将掌控超五成芯片产业</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普：在我卸任之时，美国或将掌控超五成芯片产业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-16 17:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特朗普：在我卸任之时，美国或将掌控超五成芯片产业。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/fbdf8f4e49a68183acf7f324c9833000","relate_stocks":{"NVDO":"2倍上限加速NVDA ETF-Leverage Shares","LRCU":"2倍做多LRCX ETF-Tradr","HIMX":"奇景光电","AVS":"1倍做空AVGO ETF-Direxion","KLAC":"科磊","MRVL":"迈威尔科技","KLAG":"Leverage Shares 2X Long KLAC Daily ETF","NVDA":"英伟达","MUU":"2倍做多MU ETF-Direxion","LRCX":"拉姆研究","MCHP":"微芯科技","CRDO":"Credo Technology Group Holding Ltd","PXLW":"美国像素","CRDU":"Tradr 2X Long CRDO Daily ETF","ON":"安森美半导体","MVLL":"2倍做多MRVL ETF-GraniteShares","AMUU":"2倍做多AMD ETF-Direxion","WDCX":"Tradr 2X Long WDC Daily ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","STSM":"Defiance Daily Target 2X Short TSM ETF","SMCI":"超微电脑","QCMD":"1倍做空QCOM ETF-Direxion","SOXL":"三倍做多半导体ETF-Direxion Daily","AMYY":"GraniteShares YieldBOOST AMD ETF","QCML":"2倍做多QCOM ETF-GraniteShares","SOXS":"三倍做空半导体ETF-Direxion 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15:25","market":"us","language":"zh","title":"共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635203249","media":"智通财经","summary":"业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为786亿美元，调整后每股收益为1.75美元。2026财年第四季度，公司营收超出市场预期19亿美元，而第三季度更是超出20亿美元以上。花旗预计，英伟达Q1营收将达到800亿美元，比市场共识高出约14亿美元。目前，该分析师已将其目标价从250美元上调至275美元，并维持“买入”评级。","content":"<html><head></head><body><p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>即将于美东时间5月20日盘后公布2027财年第一季度财报，华尔街顶级投行和分析师近日纷纷发布研报，展现出愈发强烈的看涨情绪。从花旗到<a href=\"https://laohu8.com/S/GS\">高盛</a>，再到Susquehanna和<a href=\"https://laohu8.com/S/WFC\">富国银行</a>，机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。</p><p><strong>业绩预期：共识只是起点，巨额上修成常态</strong></p><p>市场普遍预期英伟达第一季度营收约为786亿美元，调整后每股收益为1.75美元。然而，多位分析师认为，这一共识预期过于保守。</p><p>事实上，对英伟达而言，业绩大幅超预期并非新鲜事。正如其CEO黄仁勋所言，市场对英伟达GPU的需求“疯狂”高涨。2026财年第四季度，公司营收超出市场预期19亿美元，而第三季度更是超出20亿美元以上。事实上，在过去12个季度中，仅有三个季度未能实现超过10亿美元的超预期表现。</p><p>花旗预计，英伟达Q1营收将达到800亿美元，比市场共识高出约14亿美元。花旗分析师指出，这一巨大增量主要归功于“比预期更强劲的B300芯片产能爬坡”。对于第二季度，花旗预测营收将继续环比增长11%，达到890亿美元，同样远超市场预期的870亿美元。</p><p>花旗表示：“根据最新数据反映出的Blackwell芯片需求上升，我们上调了GPU出货量预期，现预计总量为1120万单元(同比增长58%，此前为1060万单元)。此外，管理层在2026年GTC大会上对Blackwell出货进度的积极表态，也令我们上调2027财年(截至2027年1月)Blackwell的出货预期，增幅为9%，达到730万单元，主要受B300持续强劲出货推动。”</p><p>花旗补充道：“在出货量提升及产品结构优化的双重推动下，我们预计2027财年总营收将达到2840亿美元，同比增长79%。我们对GPU营收预测的提升(上调约160亿美元)主要反映了出货量假设的修正。我们预计，在2026至2027财年，AI GPU的销售额平均将占英伟达数据中心总营收的70%至80%高位区间，其余部分主要来自网络业务(以太网与InfiniBand)、独立CPU，以及软件与服务收入。”</p><p>Susquehanna分析师Christopher Rolland同样认为，随着英伟达新一代GB300 AI系统需求持续增长，公司第一季度的财报和业绩展望将表现强劲。目前，该分析师已将其目标价从250美元上调至275美元，并维持“买入”评级。</p><p>Rolland指出，英伟达持续受益于主要超大规模云服务商在AI领域的大规模投入。据该分析师估计，目前排名前五的超大规模企业2026年的资本支出预计将接近翻倍，显著高于华尔街此前的预期。</p><p>该分析师还提到，黄仁勋近期预测，Blackwell与Rubin平台的合计收入到2027年有望超过1万亿美元。基于这一判断，Rolland已将其对这两大平台截至2027年的收入预期从之前的9400亿美元上调至约1万亿美元。</p><p>富国银行的顶级分析师Aaron Rakers也大幅上调了对第一季度的预测，将营收和每股收益预期分别上调至803亿美元和1.78美元，并上调目标价至315美元。该行指出，这一修正主要反映了数据中心收入预期的提高——从722亿美元上调至746亿美元(同比增长91%)。Rakers强调，AI基础设施的“吉瓦级”容量扩张是主要驱动力。他预计，随着算力需求持续超过供给，英伟达数据中心收入将在未来几年实现飞跃式增长。</p><p>具体而言，他预计英伟达的GPU计算基础设施吉瓦容量将从2026财年的约9.2 GW，提升至2027财年的近15.7 GW、2028财年的20.8 GW以及2029财年的25.2 GW。据此，Rakers目前预计英伟达2027、2028及2029财年的数据中心收入将分别达到3525亿美元(同比增长82%)、5039亿美元(同比增长43%)和6248亿美元(同比增长24%)，这些预测分别高出市场当前预期3%、11%和15%。</p><p>Rakers还预计，在Vera-Rubin平台正式推出之前，英伟达将在2027财年第二季度继续表现出对Blackwell芯片的强劲需求。因此，他同步上调了对第二财季的数据中心收入、总收入和每股收益的预期，目前预计2027财年第二季度收入为830亿美元，每股收益为1.98美元。</p><p><strong>风险与估值：高门槛下的重估可能</strong></p><p>尽管基本面强劲，但分析师也并非无视风险。高盛在维持“买入”评级和250美元目标价的同时，提醒投资者“进入财报季，该股跑赢大盘的门槛相对较高”。该行更新后的2026/2027年预估分别比市场普遍预期高出14%和34%，认为正向的盈利修正和估值重估将是未来12个月股价跑赢大盘的驱动力。</p><p>高盛认为，市场将密切关注英伟达在GTC大会上给出的万亿美元数据中心指引是否还有进一步上调空间，以及智能体AI对服务器CPU业务的潜在拉动作用。同时，投入成本上升背景下的毛利率前景也是焦点。</p><p>不过，高盛也承认，英伟达当前的估值相较历史水平和同行存在显著折价，如果业绩超预期并上调指引，很可能会出现“多重估值重评”驱动的股价上涨。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-13 15:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1441118.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着英伟达即将于美东时间5月20日盘后公布2027财年第一季度财报，华尔街顶级投行和分析师近日纷纷发布研报，展现出愈发强烈的看涨情绪。从花旗到高盛，再到Susquehanna和富国银行，机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1441118.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDS":"1.5倍做空NVDA ETF-Tradr","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0823414478.USD":"法巴经典能源转换基金","NVDW":"NVDA周配息ETF-Roundhill","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS 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